by admin | Oct 8, 2013 | Articles, Insurance, Personal Finance
Most of us have a generous streak. We realize there’s more to life than “stuff.” But giving – by definition – means giving up income, assets, or net worth. That makes giving a tough decision. We don’t know what life has in store for us, and if those...
by admin | Sep 26, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
How did you select your financial advisor? Was he/she a friend – a relative – a referral? Did you find them from the phonebook or their advertising? When people select me – or any of my hundreds of affiliates across the country – they do so...
by admin | Sep 24, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Guy walks into a broker’s office, “I’d like to invest this $500.” Gets lost. Returns to 40 years later. Broker hands him his statement: Good news – his $500 is now worth $11,206. Bad news – The total of fees and commissions for those 40 years is $2,180....
by admin | Sep 17, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Still drinking the qualified plan Kool-Aid? Qualified plans are better known by their everyday names; 401ks, 403bs, IRAs, Keoghs, and a few others. They seem like good deals. Contribute pre-tax dollars; defer taxes on gains; and heck, some employers give away free...
by admin | Sep 12, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
When we became parents, I ran out and bought life insurance. It was the only way I could ensure that the job of financially protecting my family would be completed if I wasn’t here to do it myself. Now that the kids are out of college and my financial fear has turned...
by admin | Sep 10, 2013 | Articles, Personal Finance, Retirement
$17,000,000,000,000 – is a big number. Yet that’s our national debt – and it’s growing by nearly 1 trillion each year. Every sale in every Walmart store for an entire year adds up to $469 billion – making it the largest company in the world. Yet...
