Proliferation of Whole Life Insurance Inquiries

Proliferation of Whole Life Insurance Inquiries

I have had too many conversations recently related to one of my least favorite “investment” avenues – Whole Life Insurance (WL).  I am not sure if it is because more salespeople are trying to put customers in these products or ...

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Retirement Webinar – First Video Ready!

Retirement Webinar – First Video Ready!

Alright, I have finally finished the first retirement-focused webinar video.  It took my voice longer than expected to recover enough to complete and you may notice it starts to go back out about halfway through, however, it is done.  Oh ...

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Refund Anticipation Checks – Buyer Beware!

Refund Anticipation Checks – Buyer Beware!

I must be getting old(er).  I am starting to tell what time of the year it is by the various temporary businesses that start popping up.  Around Memorial Day I see signs for fireworks stores.  Labor Day brings the Halloween ...

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Retirement Planning. Don’t Sink Your Battleship!

Retirement Planning.  Don’t Sink Your Battleship!

Years ago I was on the bridge of a battleship as we were on night maneuvers.  The weather was miserable and visibility was terrible.  It was so bad our Captain was with us during the middle of the night as ...

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A for Apple, B for Banana, F…

A for Apple, B for Banana, F…

First, the F word I am referring to is Fiduciary.  What, were you expecting the Fudge word Ralphie used in A Christmas Story?  I would say you should clean your mouth out with Lifebuoy, however, we all know what happened ...

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Fund Now or Later?

Fund Now or Later?

How’s that expression go?  If you need shade, the two best times to plant a tree are 30 years ago and today.  I notice there is no reference to planting a tree later in the year or down the road. ...

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December Tax Planning – Too Little, Too Late!

December Tax Planning – Too Little, Too Late!

Be honest.  Have you ever only flossed your teeth the two days before you go for a dental checkup?  You may think it is worthwhile, but I am sure your dentist has said it is better to floss year-round.  I ...

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The Market is Rewarding Diversification Right Now

The Market is Rewarding Diversification Right Now

I want you to visualize two separate squares.  The first square has one line extending right from the center of the top of it.  The second has four lines extending from the top.  I am asking you to do this ...

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Retirement Readiness Academy – Improve Your Retirement IQ

Retirement Readiness Academy – Improve Your Retirement IQ

How do I figure out how much I will spend in retirement?   When do I have to worry about RMDs and what is an RMD?   What’s the difference between taking Social Security at 62, 66 or 70?   ...

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The Pearly Gates and Asset Allocation

The Pearly Gates and Asset Allocation

Have you heard the one about the teacher, the painter and the stockbroker at the pearly gates of Heaven? Well, they are there waiting for St. Peter. After some time, he comes out and decides to ask them questions to ...

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