Look for your copy of The Dynamics of Retirement, on sale now at Smashwords.com
My Comments: Given my age already, this is a little bit self-serving. Maybe our kids will see it on Facebook. However, if your parent(s) are still alive, this is something important you should be thinking about. We all know how fast time flies, and sooner or later, hopefully later, we all just disappear. Before that …
Continue reading Five Tips for Proactively Helping Aging Parents
My Comments: I’ve written life insurance policies on men, women and sometimes children for over 40 years. In almost every instance, objectivity was hard to come by. The idea of death is difficult to talk about, especially when it’s about your death, or those you love. As I’ve aged and come to terms with my …
Continue reading The Most Overlooked Issue In Retirement Planning
My Comments: Last month, while standing in line to buy stamps, I overhead the person behind me complaining about the apparent inability of the Post Office to adapt and have enough people behind the counter. His vitriol made me think he was probably a Trump supporter. I kept my mouth shut but reminded myself the …
Continue reading Postal Banking: An Idea Whose Time Has Come Again
My comments: Yes, I know this should have been posted several weeks ago. But I didn’t have it then. The advice come from an attorney in Michigan by the name of Julius Giarmarco whose website can be found HERE. I’m unsure how rules in Michigan differ from any other state but I suspect the fundamental …
My Comments: Some of you are aware of my continued interest in the welfare of the magnet programs across Alachua County. I’ve been a member of the advisory board to the two programs at Buchholz High School since the mid 90’s. They are, respectively, the Academy of Finance and the Academy of Entrepreneurship. The original …
Continue reading Vocational Training Is No Substitute For High School
My Comments: As you can imagine, estate planning is not for the faint of heart. But it matters for some of us, who have spent years and years accumulating assets. While this happens, people get married, they get divorced, they have children, some of whom are considered responsible. I had a recent conversation with someone …
Continue reading 10 Common Estate Planning Mistakes (and how to avoid them)
My Comments: I’ve been a licensed insurance agent since sometime in 1976, or was it 1975? I have helped place hundreds, if not thousands, of insurance contracts over these many years, some of which I know are still in force. This article is directed toward those who are dealing with elderly parents, some of whom …
I've spent a lot of time in the last few years trying to help parents and their college bound students realize there is a source of money to help pay for college that does not have to be paid back. Every college and university has funds they can use to support and encourage the students …
My Comments: Over the last few years, I've been trying to develop the idea that there is money to be had to pay for a college education if you only know where to find it. All colleges and universities have endowment money to spend and award to those students they want enrolled. The trick is …
My Thoughts on This: I’m unsure if commenting on this is relevant at all for someone who is supposed to be focused on investments and retirement planning and financial matters. But with grandson now in the picture, his health now and in the future is important to me personally. I suspect if you have grandchildren, …
