Blog 
In this month’s article, I talked about the estate tax, the capital gains tax, and how they seem to change every year for no good reason. The really frustrating thing is, how your assets will be taxed after your time on earth is over is only one small example of how little sense our tax laws make.
The other night, my wife and I were talking ...
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This is the topic of next week's (Tues Mar 9th, 2010) 'Coffee Talk' call. The information is Free, with no obligation on your part.
How many times in your lifetime will you retire? Once, maybe twice!?
I've 'retired' over 756 times! - via helping our clients
So I'm going to share with you the most common planning mistakes I've seen people make, hopefully you'll avoid them.
I'll also ...
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This is the topic of next week's (Tues Mar 2nd, 2010) 'Coffee Talk' call. The information is Free, with no obligation on your part.
We'll be sharing some of the resources we use to help our clients save thousands of dollars on things like Cars, Real Estate, Insurance, Legal fees, Healthcare issues, Long Term Care.
Over the years we've documented savings that easily exceed $1,000,000!!!
And...we'll be here ...
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In my recent article,
“Bond Strategies in a Rising Interest Rate Environment,”
I talked about bond strategies for the current fiscal environment, in which interest rates are almost sure to rise. But while we’re on the subject of bonds, I also wanted to warn you about a specific trick bond traders use to up their commissions.
The buying and selling of bonds is totally different from ...
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This is the topic of next week's (Tues Feb 23rd, 2010) 'Coffee Talk' call. The information is Free, with no obligation on your part.
Thanks to the economy and 2008 Market Meltdown we are getting more and more questions about 'helping' (financially) family members, especially grown kids.
I'll be discussing some:
1. Real life examples (details etc. changed to protect confidentiality) where it ...
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This is the topic of next week’s (Tues Feb 16th, 2010) ‘Coffee Talk’ call. The information is Free, with no obligation on your part.
Yes, it’s true!
This was a question asked by a client recently…They sent us an on-line article talking about a new SEC ruling allowing money market funds to stop you from withdrawing your money.
We’ll be talking about the article…and the scare tactics the reporter ...
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This is the topic of next week’s (Tues Feb 9th, 2010) ‘Coffee Club’ call. The information is Free, with no obligation on your part.
Everyone seems to have a number. What’s your number?
I’m talking about the amount of money people have in mind that they feel like they need to have (or keep), in order to sleep well at night.
Thinking this way can create big mistakes that could ...
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This is the topic of next week’s (Tues Feb 2nd, 2010) ‘Coffee Club’ call. The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
We’re starting to get more calls, questions and concerns about how bonds will perform (or not) when interest rates start going up.
We’ll be ...
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This is the topic of next week’s (Tues Jan 26th, 2010) ‘Coffee Club’ call. The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
We’ll be covering how investors end up losing money in most of the top performing mutual funds…the mistakes they make… and how you can ...
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This is the topic of next week’s (Tues Jan 19th, 2010) ‘Coffee Club’ call. The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
529 College Savings plans just haven’t lived up to the hype…I’ll explain why. More importantly I’ll reveal 3 superior options! We’ll also discuss whether ...
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This is the topic of next week's (Tues Jan 12th, 2010) 'Coffee Club' call. The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
Millions of unsuspecting retiree's and 'soon - to - be retirees' are giving a huge chunk of their hard earned money, unknowingly, to ...
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Once upon a time the idea of spending trillions of dollars was almost unthinkable. This year, we have seen our leaders throwing around hundreds of billions of taxpayer dollars like it was monopoly money. It's not "play money."
Where is that money coming from?
The loans from other nations and investors are being secured with promises of taxes on you, your children, their children, and their children. Our national ...
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Poor government policymaking is the root cause of both our economic and healthcare troubles. Free markets are the best solution. Free markets work better than government-dominated systems.
Even if the government's ideas are well-intentioned, when put into practice, they only make things worse. Government interventions never help.
We need to stop blindly allowing the government to overspend and dig us into a deeper hole. Capitalism will lead us ...
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This is the topic of the next (Tues Jan 5th, 2010) ‘Coffee Club’ call. The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
Note: There will be NO CALL on Tues Dec 29th!!!
Gridlock in Congress is going to cause a train wreck on taxes in 2010. ...
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This is the topic of tomorrow’s (Tues Dec 22nd) ‘Coffee Club’ call. The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
This time of year most families gather together to celebrate Christmas, Hanukkah etc. and miss out on a wonderful planning opportunity! We’ll tell you what it ...
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Is It Time To Look At Real Estate?
This is the topic of tomorrow’s (Tues Dec 15th) ‘Coffee Club’ call. The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
Seems like we’ve been getting a lot of Real Estate questions lately. We’ll tell you some of the ...
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One of the best books of all time and now a movie is…The Ultimate Gift!
The Ultimate Gift movie will be presented on the Hallmark Channel at the following times:
• Wednesday, December 9th at 8:00 p.m. eastern / 7:00 p.m. central
• Thursday, December 10th at 2:00 p.m. eastern / 1:00 p.m. central
• Sunday, December 20th at 4:00 p.m. eastern / 3:00 p.m. central
• Monday, December 21st at 2:00 p.m. eastern / 1:00 p.m. ...
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Should You Convert Your IRA to a Roth IRA?
This is the topic of tomorrow’s ‘Coffee Club’ call (Tuesday, Dec. 8). The information is Free, with no obligation on your part.
Call starts promptly at 9am & will run no longer than 30min.
• Special Conference Call #: 1-800-304-3172
• Access Code: 825218#
Other topics we’ll cover include Year End Tax Strategies You Need to Know About, And… The ‘Big ...
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As far back as anyone can remember, even when Ted was a real little kid, he loved to draw. So much, that he often drew all over his parent's nice clean white walls with magic markers and crayons. (One time, he got a hold of a paint can his dad was using to paint the shed, and painted a pretty picture of the family on the kitchen table. ...
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Rose and Eric have an unusual story. They both came over from Europe in the 20's when they were small children, with their families who knew each other in the old country. When they settled here in the U.S., they lived very close to each other and saw one another all the time. When they got to be teenagers in this land of opportunity, they fell in ...
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When Charlotte was about to retire after 28 years of service with a large telecommunications company, her husband was ready to put her retirement plans in a rollover IRA and start buying mutual funds. She had witnessed the ups and downs their portfolio had gone through under his watch, and decided to get some professional advice from us before she signed the transfer papers.
Within her 401(k) and ...
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Back in 1978, when she was fresh out of college, Lauren wasn't quite sure what she wanted to do with the rest of her life. She wanted to travel, do some volunteer work down at the local community center, hang out with her friends and so on... but she really had no idea what she wanted to pursue as a career.
After a few months of goofing off, she ...
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