7 Retirement Planning Risks You May Not Have Considered

My Comments: We wonder sometimes why the media is so consumed with bad news; it’s hard to find items that make you feel good. Unfortunately, I herewith add another element of negativity to the days actvity. On the other hand, knowing about these seven may help you avoid them which is a good thing. Does …

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Why the IRS Wants You to Watch Your IRA Rollovers

My Comments: Can you say esoteric? Can you say huh? Can you say obscure? The IRS recently issued a ruling, or perhaps more accurately a tax court decision made it for them that limits a persons ability to make an IRA rollover more than once in any calendar year. Used to be if you had …

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The SWIFT way to get Putin to scale back his ambitions

My Comments: How many of you have heard of SWIFT? Do you recall it was used in 2012 with Iran? I’ve commented earlier about the events in Ukraine and how they may effect us and our investments. Not to mention the bad feelings they generate in my head given my personal history. While the talking …

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Coastal Dwellers Should Take Their Own Chances

My Comments: When I graduated from college, I decided to stay where I had lived the past four years. I’ve never once regretted that choice. Living in Florida and NOT on the coast might be a good thing, now that global warming is in our collective thoughts. But most of my life is now behind …

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Uncertainty, Not China, is Replacing US Power

My Comments: Do you lay awake at night, worrying about this? Me either. But global political dynamics will influence our lives, and the lives of those we love, in ways that cannot be predicted. I’ve been part of the world of financial planning and investments for almost four decades and over that span, the extent …

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First Million-Dollar Drug Near; Prices Double on Dozens of Treatments

My Comments: This is the power of free market enterprise. Without controls, if you have a monopoly, or close to a monopoly, you can expect a profit motive to drive the train. What I see happening is that while they can, drug companies are taking in as much as possible before ObamaCare (PPACA) forces them …

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Guide to Tracking Down Old 401k Accounts

My Comments: From time to time someone will ask me about an old account they had when they worked somewhere else. They have no paperwork they can find and no memory of whether they transferred the money, how much it was, etc. This guide came from a source I use from tme to time where …

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Five Historic Sites That Are Most Vulnerable to Sea-level Rise

My Comments: In keeping with the spirit of the recently released National Climate Assessment report, here is an article that identifies five sites that by the end of this century will likely be underwater. Especially if nothing is done soon to limit greenhouse gasses across the planet. You know, the stuff that some on the …

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Bitcoin And Its Obsessive Adolescence

My Comments: Last Friday, I brought “Bitcoin” to the financial table for a lot of you. Just as Facebook has become a fixture in our lives over the past decade, so too will Bitcoin, or something similar. Turning the clock back on the digital age is not going to happen. The challenge for us is …

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10 Bear Market Catalysts To Watch For

My Comments: I guess it's human nature to abhor a vacuum. If there isn't a crisis, we invent one. We’ve had 5 years of mostly good times in the markets, since about the first of April in 2009. The second chart below kinda proves that. From a timing standpoint, we’ve had people predicting the end …

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