Educational costs are mounting. Here’s an action agenda that can help clients cope. My Comments: Increasingly, the journals and magazines addressed to financial planners like myself include articles about paying for college. This one has a great title, and a quick read gives me these action items: Get and early start Set up a 529 …
Tag: Gainesville
Hubris Drives Mistrust in U.S.- China Relations
My Comment: Unfortunately, I’m old enough to remember when Henry Kissinger was our Secretary of State. ( Or perhaps fortunately, since I read the obit column closely these days. ) In either case, he’ll go down in history as a major player in 20th century American history. The author below is referencing comments from Mr. …
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How Much Risk Do Clients Really Need to Take?
My Comment: Whenever I read something in an investment magazine that talks about risk and it is never made clear what is meant by “risk”, I end up feeling cheated. Virtually everything we do in life has a “risk component. Driving to the store to buy milk, taking a vacation in Europe, forgetting your boss’s …
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Long-term-care Insurance May Go Way of the Dinosaur
My Comment: Long Term Care insurance is one of those topics agents like myself find difficult to deal with. I learned years ago to talk about life insurance in spite of the fact that the very idea repelled most people. After all, none of want to volunatarily deal with death, much less our own. But …
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CollegeMoneyNow Award Letter of the Week – March 20, 2012
My Comment: This is post #3 where I show you examples of award letters from various colleges that are representative of the award letters to students who have engaged in the process of finding extra money to help their parents pay for their college education. I encourage you to read para #3 below. Jon, to …
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CollegeMoneyNow Award Letter of the Week
My Comment: From time to time you've seen my posts that talk about college money. Helping high school kids and their parents find extra money to pay for a college education has become a passion of mine. I've created a Facebook page, a section here on the blog, and a short internet presentation using a …
Mind-Blowing Apple Fact of the Day
GOLDEN, Colo.—A supporter uses her iPhone to record Republican presidential candidate, former Speaker of the House Newt Gingrich speaking during a campaign rally at the Marriott Denver West Feb. 6, 2012 Courtesy of Ajay Makan and Dan McCrum at the FT. Barclays Capital estimates that based on reporting thus far, earnings growth for S&P 500 …
The Coming War With Iran
My Comment: Last week I reposted an article about gas reaching $4 per gallon by May. How about $6 per gallon by the end of this year? Ouch indeed! This article will explain why. And for you and me, the larger question remains: How will this affect the world economies, both in the short and …
College Planning and Retirement Planning
You can borrow money for college, but you cannot borrow money for retirement. If you are the parent of a child who has yet to become an adult, then you probably understand the pressure that surrounds the effort to graduate from high school, go to college and become a self-sufficient adult. In our society, getting …
Futurists Predict What Health Care Will Look Like in 2025
My Comment: I’m not sure I’ll be here in 2025, much less what kind of health care I will need. But some of you will be here and all of us will need health care from someone in 2025. I heard Mitt Romney say the other day that he, on his first day in office, …
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Helping Define Your Financial Future 