Many, many years ago, I was sent this story. It is a speech given by a Dr. Alan Loy McGinnis to a meeting of the Million Dollar Round Table. Commonly known as the MDRT, this group represented and represents the elite among life insurance salesman across the country. Whenever I feel the need for a …
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Parents’ College Savings Falling Far Short of Goals
When you finish the comments below, be sure to visit the tab above called CollegeMoneyNow. There you will find a short presentation on this topic that I created to help you solve this problem. According to a study released Tuesday by Fidelity Investments, parents are ill-prepared to meet tuition costs, with their savings likely to …
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Trusts and What They Are – Part Four
Concluding our short series on trusts, here are what you might think of as “niche” trusts. You don’t see them very often but if you have a need to solve, these might give you some food for thought. Specific Purpose Trusts There are some trusts created for specific purposes rather than for the benefit of …
8 Quotes to Vanquish Doom, Gloom, Panic, and Negativity
If you are like me, I’m tired of the endless parade of talking heads on TV debating what we should do to succeed in these challenging times. Watching the ping-pong blame game and absorbing so many predictions of doom and gloom can take a toll on you. From my earliest days, I’ve always thought the …
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One Final Bailout That Still Might Happen
Rick Newman, On Friday August 26, 2011, 3:28 pm EDT There's one big group of Americans who still haven't received much of a bailout from Washington--homeowners. Now, there's a growing chance the Obama administration may finally do something to help the little guy directly. Up till now, bailout theory has hinged on helping banks, corporations, …
Who Rules America?
My son sent me this article, written by an investment manager who asked for anonymity. It appears on a web site of a professor in the California University system who is the author of a book called Who Rules America? It’s a natural follow up to my recent post about a Vexing Question. You may …
Capital Market Insights – August 22, 2011
Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … CONTINUE...
The Cost of Long Term Care Insurance Goes UP
MetLife, which has been selling long-term care insurance for 25 years, recently announced that it would no longer sell LTC policies. The decision, apparently, does not affect current policyholders. Meanwhile, John Hancock, another major player in this game, has announced price increases of 40% for many of its existing LTC policies. (Affected policyholders will be …
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A No-Tax Stand, Based on No Facts
From Bloomberg Businessweek, August 15, 2011 You would think that abysmal growth and jobs data, the first ever downgrade of U.S. debt, and heart-stopping gyrations in the financial markets would impel political leaders to at least take a look at some of their assumptions about restoring confidence in the U.S. economy. Sadly, you would be …
A Quick Tax History: How Did We Get Here?
I don't often follow FOX Business news since I think they are more in the entertainment business than the valid information business. But here is an interesting article that gives an overview of the US Income Tax Code and it's history. READ IT HERE...
Helping Define Your Financial Future 