My Comments: 1. I’m not a guru. 2. Not everyone is going to retire at once. 3. There are already ways for people to accumulate money or make new “investments” that result in lower taxes. 4. The strategies below are good strategies, but with a caveat. 5. The economy will strengthen and more taxes will …
Tag: Retirement planning
Debunking 5 Common ObamaCare Myths
My Comments: You all know my thoughts about ObamaCare or more accurately, the PPACA. It has flaws that need to be fixed, but in principal, is critical to our healthy future, both physically and economically. Please note the source of this article. That tells you more than just the content. By Kate Rogers | Published …
18% of the Workforce Could Retire Within Five Years
My Comments: As American consumers, we have long been aware of how different generations have different needs and wants. When I complain about a stupid ad on TV, or one I don't understand, my son is quick to point out that it was NOT directed at my age group. I’m just ahead of the “baby …
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4 Money Mindsets: Which Is Yours?
My Comments: After almost 40 years as a financial planner, there’s not much I haven’t seen or experienced as a professional financial advisor. But this analysis talks about clients and that they typically belong in one of these four categories. For me, knowing how to identify which one you might belong to gives me a …
Maps Worth Looking At
My Comments: Since I was a young nerd, a single child moving around the world at the beck and call of my parents, maps have intrigued me. They allowed me to develop a spacial relationship with where I was (Great Britain, France, U.S., India) and where we were going next. Today I have a pretty …
ESTATE PLANNING IS NOT JUST FOR THE WEALTHY
My Comments: As a financial planner for many years, one of the skill sets I’ve tried to develop, mindful that I am not an attorney, is estate planning. Until recently, this topic was mostly focused on the “death tax issue”. When someone died, and died with a lot of money or property, the financial threat …
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13 Things Employers Must Do to Be PPACA-Ready
My Comments: Ted Cruz notwithstanding, the implementation of the PPACA is going to be confusing and there are going to be folks lost in the shuffle. This legislation is a BIG DEAL, one that I’m persuaded was absolutely necessary and one that my 3 year old grandson will accept as normal when 20 years from …
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What Makes American Health Care So Expensive?
My Comments: In the early 90’s, when then First Lady Hillary Clinton championed what I think they called health care reform, I found myself on board with this idea as I was paying a ton of money for a high deductible health insurance plan for my wife and I. I was self-employed, which means no …
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Gold Is The “Dumbest Commodity” In History
My Comments: Has anyone told Glenn Beck about this yet? Not sure I want to hear his response. However, if you want to have gold as part of your portfolio, we have it available through a program called Managed Alternative Assets. Good stuff. September 23, 2013 • Evan Simonoff Anyone who tells you gold is …
There is no one left to enforce the global rules
My Comments: And you thought I was being negative last week?!? Well, not a lot right now to encourage a positive outlook on things. Yes, my clients are making money, thank you. And yes, my case of the flu has receded, the daily deluge has stopped (maybe), and the mornings are cooler. WOW! But the …
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Helping Define Your Financial Future 