My Comments: I continue to be puzzled why parents are not interested in the free money available from college admissions offices as they prepare their children for high school graduation and preparations for college. There are billions of dollars out there that don't have to be paid back. The only catch is knowing how to …
Continue reading Financial Aid Letter Would Provide College Cost Comparison
Trusts, Pt. 3: Advanced Concepts | Article added by Hale Stewart on May 24, 2012 In this final article on trusts, I’m going to cover some more advanced areas. Just to review, in the first article, I discussed the basics of trusts, while in the second, I looked at some basic situations where trusts are …
My Comments: There are six questions asked here and the responses to these questions lead the author to conclude that we as Americans are experiencing more comfort as the economy slowly improves. At least that's my conclusion. This is not easy to follow but on a rainy Monday, this might give you a measure of …
Trusts, Pt. 2: When should they be used? My Comments: This comes from Hale Stewart, an attorney in Houston, Texas. He and I have spoken as a result of his interest in captive insurance companies and asset protection. He is the author of the book U.S. Captive Insurance Law and is currently working on his …
My Comments: I think we can agree that one objective when designing an investment portfolio is to have diversity. For those of you who remember a company and a scandal called Enron, apart from the fact that Enron fell off the face of the earth, the retirement plan investments for most of their employees was …
My Comments: The proper mangement of clients money is something I take very seriously. Not only because I’ve been entrusted with a critical component of someone’s financial future, but also because my livelihood is at stake as well. If I screw up your trust in me, my ability to buy groceries and gas for my …
My Comments: This comes from Hale Stewart, an attorney in Houston, Texas. He and I have spoken as a result of his interest in captive insurance companies and asset protection. He is the author of the book U.S. Captive Insurance Law and is currently working on his Ph.D. From time to time, my clients ask …
My Comments: I saw this headline on an email from a source that see people like me as their target audience. It's from a company that creats insurance products such as life insurance and annuities for prospective clients. None of this is bad; I rely on such sources to keep me aware of changes going …
Continue reading 2 in 3 Women Are Uncomfortable With Their Financial Situation
My Comments: This article is about someone who put all three of his children through college and saw them graduate with no debt. As he says, "Woo-Hoo!" Many of you with children in high school, or perhaps already in college, are doing your best to help your kids get into or through college with money …
Continue reading Realistic Planning: There’s More to Life Than Retirement
My Comments: Last Monday I got a call from a client who asked me to close her investment account. Her comments suggested she didn't expect Romney to win and if Obama was elected to a second term, the world was going to come to an end. She wanted her money under her mattress even if …
Continue reading The Election, the Presidency and Foreign Policy
Helping Define Your Financial Future 