by Phil Lebkuecher | Feb 24, 2023 | Behavioral Finance
If someone offers you a free horse, cattle, donkey, mule, or goat; it’s probably best to pass unless you like repairing fences, gates and barns while trying not to get kicked, bit or hooked. The same general principal applies to anything mechanical, especially...
by Phil Lebkuecher | Jan 27, 2023 | Behavioral Finance
I’m of the age now that when the phone rings in the middle of the night, it’s normally not an invitation to join a great party. In fact, when it has occurred, I’m grateful for when it’s a wrong number or something funny. But like some of you reading this, I’ve...
by Phil Lebkuecher | Dec 30, 2022 | Behavioral Finance
There has been a fair amount of press coverage over the past two weeks about potential changes to retirement accounts in 2023. All of this of course is subject to being passed by Congress and signed into law by the President, but a number of the changes...
by Phil Lebkuecher | Nov 25, 2022 | Behavioral Finance
This checklist should provide some actions that apply to your unique situation. It will, hopefully, help you minimize your taxes or avoid penalties. It may also help your estate planning and charitable giving. In difficult years like 2022, there can be...
by Phil Lebkuecher | Oct 28, 2022 | Behavioral Finance
Casinos and insurance companies have more in common than you might think. Casinos know the odds and probabilities of every game. They know the odds are in favor of the casinos, not the people placing bets. So, casinos spend a lot of time...
by Phil Lebkuecher | Sep 30, 2022 | Behavioral Finance
I believe that almost all financial, investment or insurance offerings can help a specific need. For example, a reverse mortgage can be a viable option in the right situation for someone. But it’s not the right solution for everyone. Also, sometimes...
