I’ll turn 58 in September. December will mark 3 decades for me as a financial advisor. So I’ve seen a few things. I’ve had challenging business and life experiences, as well as having successes that far outweigh the occasional setbacks. And through those experiences, I’ve learned ways you can be …
Try that line at your family reunion this summer! It’s a great thing that we are paying more attention to our finances, but perhaps we can approach this in a more positive way. While credit scores have been around for decades, there seems to be a lot of confusion about …
In the first three months of 2022, the world experienced two devastating events. The first is the Russian invasion of Ukraine, a devasting and troubling event beyond the scope of this article. The second is soaring inflation, which is what I’d like focus on here. Inflation, while not “physically” destructive …
We are at all-time historic lows for interest rates which simply means borrowing money is less expensive than it’s ever been in US history. I believed that the 5.50% mortgage rate I got in 2003 on a 15-year note was going to be the lowest rate possible. Well, my 30-year …
Recently, it’s been reported that over 4 million Americans have left their employers to either take a new position, retire, take care of someone, or simply leave the workforce. If you are one of these folks, or if you are considering leaving your current employer, here are a few considerations …
I went in for the pre-op meeting for my hip replacement when I was told that my health insurance had denied coverage and I was responsible for the $34,000 procedure. After a call to the insurance company (and having to “upgrade” my policy), the company agreed to cover the expenses. …
As we close this year, we’ve experienced real inflation pricing for the first time in 30 plus years. Building supplies, food, energy, clothing, and just about anything else you can think of has gone up significantly in price this year. Part of this is due to the supply chain issues …
NEWS FLASH! There’s a shortage of chicken wings, so a local restaurant now charges $26 for a dozen wings that were only $9 last year. This is my way to explain to my sons what “inflation” really means in terms they understand. Another reminder for them is when it costs …
Wouldn’t we all like to be able to achieve instantaneous results in life? Every day, either on the radio or TV, I’m assured that I can lose 30 pounds in 4 weeks if I order the magical fat-burning tonic. I don’t even have to quit the pizza or ice cream! …
If you have or believe you are going to receive an amount of money that you define as “life-changing,” I’d like to share some thoughts with you. These are hopefully thoughts that will give you comfort as well as caution when dealing with a new financial position. Receiving “life-changing money” …
