My Comments: I believe the next several weeks are critical for my clients. I’m doing everything I can to reach out to them and attempt to have them make changes. I don’t think we’re likely to have a crash like the one we experienced in 2008, but the volatility will be enough to drive some …
Tag: Investment advisor
Social Security: A Windfall For the U.S. Government?
My Comments: I’ve talked about Social Security from time to time in this blog. I’ve expressed my opinion which contradicts that of my son (age 41). He thinks it’s unlikely he’ll ever see any benefits from what all of us know as Social Security. Some 30 years ago, there was widespread perception that it could …
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Barack Obama Declines to Correct His Egyptian Mistake
My Comments: You may ask yourself why, as a financial advisor to individuals and small business owners, would I care about what happens in Egypt. Your are right in that whatever happens in Egypt is not going to greatly influence how you and I live our lives here in north central Florida. But it matters …
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How the Wealthy Keep Themselves on Top
My Comments: I've expressed my opinion, in earlier posts, that among the challenges facing my children and grandchildren will be the disparity in this country between what we call the "haves" and the "have nots." If they allow this disparity to get too great, then they are dooming their children to eventual social chaos. This …
Correction Seen as Welcome
My Comments: You should first note the date when Jeff Benjamin posted these comments. For whatever reason, I saved them and decided this morning would be a good day to bring them to the table again. What is happening to the DOW and the S&P500 and Russell 2000 is a good thing. In the short …
Prospect of Financial Crisis Tops Fears of Pre-retirees
My Comments: You will note to the right of my image as you look at this page a comment about my professional objectives as a financial planner and consultant. None of us live in a vacuum where we avoid the influence by what we hear on TV, what we read in the papers and somehow …
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8 Big Estate Battles of the Rich and Famous
Nothing sets friends and family at each others’ throats more than a fight over money. Make it a dispute over a will and the fun really begins. As a insurance agent and financial planner for many years, I can attest to the change in attitude that typically accompanies those in the next generation when someone …
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Bump Up the Minimum Wage
My Appologies for no post yesterday. I had the pleasure of having a kidney stone surgically remove. Those of you who have had kidney stones know how much fun I had. When I entered the workforce many, many years ago, I think the minimum wage was $1.75 per hour. Everyone screamed that it would put …
How “Safe” is your money?
For those of us in the financial advice business, there is a never ending circulation of ideas that question the future outcome of our recommendations. It’s less so when the markets go up every day, but there are always uncertainties that surface. Recently, the questions have been much louder than usual. There are a number …
Happy with RomneyCare
My Comments: Readers of this blog know that while I support PPACA, I know there are flaws and that over the next ten years or so, it will morph into something different than what it is today. But that DOES NOT mean it should be repealed. It was absolutely critical that an alternative to what …
Helping Define Your Financial Future 