Five Tips for Proactively Helping Aging Parents

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 …

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The Most Overlooked Issue In Retirement Planning

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 …

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Postal Banking: An Idea Whose Time Has Come Again

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 …

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Before You Send Your Child Off To College…

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 …

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Vocational Training Is No Substitute For High School

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 …

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10 Common Estate Planning Mistakes (and how to avoid them)

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 …

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Lost

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 …

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