My Comments: Yesterday, President’s Day, was all about memories and things past. Today, we’re back with a somewhat esoteric idea to help you grow and keep your money. Much of the talk in Washington these days is about income inequality and how much the 1% make each year. For some of us in the 99%, …
Continue reading 5 Key QLAC Rules to Help You Defer Taxable Income
My Comments: Given the nature of how we live our lives these days, this is probably a very naive question. But it sure reminds me of my younger days. How about you? Click on the picture of me, taken in Peoria, Illinois where I walked to school every day for two years from our house …
My Comments: First, a DISCLAIMER: I am NOT an attorney and it would be best if no one accuses me of practicing law without a license. There’s an ongoing issue about this in Florida right now. But I do get asked questions about trusts and it helps to have a little basic knowledge. I also …
My Comments: This is a helpful analysis if you are like me and worried about our financial future. Retirement planning and what to do with our money so it grows and remains safe for the future is what I do. I’m not sure I like it all the time, but at this stage of my …
Continue reading Stock Buybacks Are Killing the American Economy
My Comments: My purpose with this post is to confuse you. Yes, that’s right, to confuse you. That’s because even though I claim to be a financial professional of almost 40 years duration, I’m confused. And I don’t want to feel alone. This came across my inbox inside a newsfeed I look at daily which …
My Comments: OK, I understand it; you’re sick and tired of posts about the PPACA and the crap our so-called leaders in Congress are doing to muddy the waters. Unfortunately, access to affordable health care is what tends to keep us alive, never mind that the system is mostly a sickness treatment system and not …
My Comments: This post is to remind you that stock market performance and the state of the economy do not follow the same track. From time to time there are close parallels, but they dance to a different drummer. My arguments that the stock market is due for a crash are unrelated to the state …
My Comments: Followers of this blog know my reasons for wanting to keep the PPACA in place, mindful of the need for a lot of modifications. What you may not know was about 40 years ago I cut my teeth in the insurance world selling individual health insurance policies. My market was staff and faculty …
My Comments: Once again, I have a blog post about OIL. Clients are asking me how was it possible for the price of oil to rise as far as it did just a year ago and yet here we are, with the per barrell price 40% of what it used to be. If it’s economically …
My Comments: I did not serve in the military; I failed my draft physical way back in 1959. They gave me a 1-Y classification that said ‘only in case of national emergency’. I don’t think I was upset since by then I was a freshman at the University of Florida and VietNam was looming on …
Helping Define Your Financial Future 