Retirement Challenges Loom Larger for Women

My Comments: Women comprise a large percentage of my clients. Some of that is because I’ve been doing this for a long time and many of the husbands have died already. It makes we wonder sometime how my wife will manage financially without me but I think I’ve set enough in motion that she’ll be …

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J.P. Morgan Weekly Market Recap – May 25, 2013

The original plan was to post these every week. Some of you like to make your own decisions; giving up control is hard to do. This weekly recap will give you some insights as to what is going on right now. Enjoy...

Arsonists Versus Architects: Republican Civil War

My Comments: While I don’t worry about how folks around the world see the United States, I do find it interesting to read their observations from time to time. I grew up and was overseas when the phrase “ugly Amercian” gained popularity. It diminished over time until the Bush years when we attempted to impose …

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Class of 2013: Your Degree Doesn’t Mean Squat

My Comments: This headline caught my attention. Perhaps you’ve read recently about student loans and how they can put a noose around the neck of a college graduate, a noose that stymies rational planning for years, including marriage, buying a house, doing a lot of things that I never gave a second thought to when …

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Biggest Retirement Threat? It’s Not Running Out Of Money

My Comments: This is certainly a different slant on things. As a financial planner and advisor these many years, running out of money has been the major threat for those of us thinking about retiring or who are already retired. How do we make sure we’re not broke before we die? Just what I need; …

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Why Medicare Won’t Cover You Overseas

My Comments: It's been a few years since my wife and I last travelled out of the country. During this time, she and I both became eligible for Medicare benefits. And given my health history over these past few years, without Medicare we would have been financially stressed. We still have expectations of visiting family …

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Sea Levels in Europe Could Rise up to 1m by 2100, Say Scientists

My Comments: As a resident of Florida, I’m pleased that I chose to live in Gainesville, which is significantly higher above sea level than say, most of the suburbes in the Jacksonville area. And as a planner, I recognize I’ll be long gone in 2100 but probably not members of my family, some of whom …

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US Deficit Falls Faster Than Expected

My Comments: It would be easy to get overly excited about this. Certainly it’s good news but to believe it’s a fundamental shift in the economy is stretching things. For one thing, the sequester that happened recently simply means that the Federal government is spending less money. But for those of us looking for good …

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3D Printers Now Available for Everyday Consumers

My Comments: Yes, all the recent duscussion about printing a gun or hand grenade in your garage was a little disturbing. Not sure how that will be controlled or if it’s even realistic to think it can be controlled. But clearly, the geni is out of the bottle so we can all look forward to …

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Move Over, Saudi Arabia, and Let North Dakota Take Over

My Comments: How many of us saw this coming as little as five years ago? By Gil Weinreich, AdvisorOne | May 14, 2013 A buyer’s market in oil is in the making and will bring about disruptive market change that should benefit American manufacturers and consumers and prove challenging for Middle Eastern producers and European …

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