Comment from Tony Kendzior: I’ve been happily accepting monthly checks from the Social Security Administration now for over seven years. I don’t wonder much about it anymore; they just show up in my bank account and along with my wife’s check, make a better positive outcome for us every month. I’m also finding ways to …
Continue reading 11 Tips to Help YOU With Social Security Benefits
My Comments: Now that the University of Florida's march to the national title game in basketball is behind us, (Congratulations, guys, for giving us several months of enduring pleasure as we watched you grow and succeed!) it's time to come back to earth and consider how life is likely to play out on other fronts. …
Continue reading A Deal Over Ukraine is Ugly But Unavoidable
My Comments: Don’t be fooled by this headline from the U.S. News & World Report. There is nothing “simple” about it. In relative terms, maybe, but in absolute terms, not a chance. If it was easy, few people would be entering their retirement years with not enough money. That being said, a sixth step would …
Continue reading 5 Simple Ways to Achieve Your Financial Goals
My Comments: The people at Kiplinger have created another great blog post for me to borrow. I encourage you to explore their site and gather as much information as you need. If, at the end of the day, you need someone local to help you make smart financial decisions, Florida Wealth Advisors LLC has its' …
My Comments: I first became licensed to sell life insurance in 1976. Over the years, I’ve sold many policies, of all kinds, to all manner of people. Some of those clients have since died, though most have not. The skills and ability to help identify a problem and find a solution for that potential problem …
Continue reading 3 Ill-Advised Reasons Not to Buy Life Insurance
My Comments: Understanding how markets work over time is a very helpful skill set if you are advising clients about their money. Especially if they are worried about where money will come from to pay their bills far into the future. For many, the short term “noise” that comes from what one reads in papers …
Continue reading Treading Water: Four Economic & Market Trends Likely to Continue in 2014
My Comments: When the PPACA rolled out, most of us in the insurance business, especially those of us with a background in health insurance, knew that it was flawed. We knew that some of it was put together in a hurry under political pressure. While it addressed major problems in the unsustainable status quo, revisions …
The modest global recovery will endure, but market volatility is likely as the Fed tapers By Melanie Waddell / January 16, 2014 The economic outlook for the next 10 years will be one of resiliency, with the U.S. in 2014 and 2015 facing cyclical risks tilted toward better-than-trend growth for the first time since the …
Continue reading 7 Big Economic Predictions for Next 10 Years
My Comments: With 2013 now in the rear view mirror, the compelling question is what is likely to happen in 2014. Every projection, mine, yours, experts of every stripe, have only the past available to offer insights for predicting the future. Here is someone who has created tables based on five and ten year results …
Continue reading The 88-Year History Of U.S. Capital Markets From 1926-2013: What Happened When?
By John Gapper | The Financial Times The New York minicab service I used to favour communicated in code. When you rang and gave your address, the radio dispatcher would reply “five minutes” and hang up. This meant a cab would arrive at any time from one to 10 minutes later. “Seven minutes” meant 20, …
Continue reading Why Taxi Cab Drivers Cannot Put Down Their Smartphones
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