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No risk of layoffs here
Published 08/30/2010 at 11:14 a.m.
Those who serve their country by filling an elected office escape many of the worries traditional workers face daily. If you ignore the elections members of the House or Senate periodically face, the compensation of those in the Congress is ...
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Another opportunity to refinance home mortgages
Published 08/23/2010 at 10:37 a.m.
During the last several years homeowners have had more than one opportunity to refinance their home mortgage. Those who have purchased in recent years or refinanced within the last several years may believe they are in good shape. The old ...
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How to create reliable and sustainable retirement income
Published 08/16/2010 at 12:24 p.m.
The recent significant declines in the investment market indexes has once again raised the question of how to create reliable and sustainable retirement income. Those nearing retirement can often find themselves facing a decision they just as soon avoid. The ...
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Get ready to have your pockets picked
Published 08/02/2010 at 10:39 a.m.
Despite promises made by the current administration to the contrary, everyone should be getting ready to pay more in taxes. Whether you are a young couple just starting out or someone in the twilight years of retirement, paying more in ...
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Market volatility and timing new investments
Published 07/26/2010 at 10:06 a.m.
If you felt like your investment portfolio has been spending too much time at Coney Island, New York, most likely you are not alone. During the last three weeks of trading ending Friday the 23rd, there were 11 days where ...
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Using real estate to add portfolio stability
Published 07/19/2010 at 11:13 a.m.
Upon reading the title of this week’s article, you may want to question my sanity. But, I assure you there are many benefits long-term investors can realize when real estate is added to an investment portfolio. However, as it is ...
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How to handle orphan or large IRA accounts
Published 07/12/2010 at 10:13 a.m.
Managing investments comes in many forms. The decisions range from selecting the type of investment vehicle, how much to allocate to each, and when to make changes. During a lifetime of investing, it is not difficult to end up with ...
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What seniors are saying: Do you agree?
Published 07/05/2010 at 10:15 a.m.
During April and May, Senior Market Advisor conducted a survey which they released in their July publication. One third of the respondents say they seek the advice of others when it comes to their finances. Half turn to family members ...
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What is in a name?
Published 06/28/2010 at 9:54 a.m.
Have you ever given thought to the impact a name may create? Or, the disarray that can also be produced by the misuse of someone’s name? For most of us, I would imagine not a lot of thought has occurred ...
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Finding additional ‘cash’ from what you already have
Published 06/21/2010 at 11:46 a.m.
Every year most of us go about our lives like we always have. Doing the same thing over and over, mainly because that is how it has always been done. Part of the new banking regulations passed by Congress is ...
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Money Matters: Investment performance after a recession
Published 10/29/2008 at 1:46 p.m.
Last week I discussed that once the market had hit bottom, it was okay to start investing again. As you all know, the bottom is something that is confirmed by the rearview mirror, rather than something that can be known ...
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Money Matters
Published 10/22/2008 at 6 p.m.
If you have sold out of the market during this extreme downturn, that most likely means you have taken a loss. It may also mean you are no longer in the market to participate in the recovery, once the markets ...
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Money Matters
Published 10/15/2008 at 3:12 p.m.
A friend in the financial industry provided the following quote to me, and while it may take more than one time through to truly understand its meaning, it describes the current market and many similar times we have had before ...
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Money Matters: Congress passed the bailout: So where is the recovery?
Published 10/08/2008 at 6:17 p.m.
While Congress passed the $700 billion asset purchase plan (bailout plan), the markets barely paused before wiping out the day’s gains and ending lower. What is missing? The legislation is passed, but the money is not flowing yet and the ...
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Money Matters: Managing investments in the midst of a crisis
Published 10/01/2008 at 6:16 p.m.
What can I say or what should I say when the financial markets may be facing what some have said is the worse financial crisis since the ‘Great Depression’? Do not panic! And I say it again, “Do not panic.” ...
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Money Matters: Violatile times in the market
Published 09/24/2008 at 6:40 p.m.
In the future, 2008 may be looked upon as the starting point of significant changes to our economy and how many of our financial transactions are handled. During this year, such names as Bear Stearns, Countrywide Financial, Fannie Mae, Freddie ...
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Money Matters: Daily financial decisions do impact financial future
Published 09/03/2008 at 6:09 p.m.
There are many financial decisions we make daily or monthly that impact our financial future, but many fail to realize the significance of these decisions. We often forget they impact our finances or do not give them a second thought. ...
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Money Matters: Beneficiary review - worth the time and effort
Published 08/27/2008 at 7:37 p.m.
When was the last time you made certain all of the beneficiary statements you have created are still appropriate? If you are like most of us, the answer is, “I am not sure when the last time I did a ...
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Money Matters: Year-end tax planning can be beneficial at mid-year
Published 08/13/2008 at 6:14 p.m.
Hint of fall arrived this week with cooler morning temperatures. High school as well as college football players are gearing up for the season. School zones are flashing once again. There is nothing happening that says it is time to ...
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Money Matters: Storm Season: Are there lessons to learn from facing loss?
Published 08/06/2008 at 6:13 p.m.
As we head into prime hurricane season and brace ourselves for news stories and video footage from the coasts, I always wonder about the folks who live in those target areas…how do they carry on in the face of storm ...
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