Whose Hand Is In The Cookie Jar?…Protecting Your Investments

Issue 14.10

When my oldest son was a young boy,he was convinced mom and dad wouldn’t notice if he only snuck 1 or 2 candies out of our candy dish.  The problem with his theory was that mom and dad never [...]

Converting Your IRAs To Roth IRAs… New Opportunity For Growth

Issue 4.10

When looking back on my life,I can see just how much I’ve learned.  I remember when,as a strapping young man,I stepped into the “real world” known as college.  To be honest,I expected [...]

“Who Pushed Me?”… Swimming Through The Sharks

Issue 47.09

I’d like to tell you a story about a wealthy man.  This man was known far and wide for throwing extravagant parties at his home.

During one party in [...]

Procrastination… Plan Ahead Then Take Action

Issue 35.09

Just a little over a week ago,I was ready for another business trip.  Now,even though I had had this particular trip planned for quite some time,my busy schedule influenced me to put off [...]

Financial Mechanics… Time To Check The “Oil”

Issue 31.09

Last month,my son and his wife decided to buy their first car.  They asked if I could come along and help out.  After looking around a few used car dealerships,they found a nice little car that suited their [...]

The Obama Plan…Items Of Interest For Seniors

Over the past few months all of us have seen that our nation has many problems besides just the recession and high unemployment.  The big question is how to correctly fix the problems which can potentially cripple the financial future of this nation.  What will the new presidential administration do to help?  I [...]

Acting Our Financial Age

A little over a year ago I had an experience with my son and brother that I will never forget and it reminds me of what has taken place in the economy and market.  It was a beautiful peaceful day in October as we went four wheeling.  For a few hours we enjoyed seeing [...]

Change For 2009 On IRA Accounts

Another change in the law for your IRA accounts has just passed the U.S. House of Representatives who have voted to suspend RMD’s on all qualified accounts for 2009.  Due to what has happened in the markets this past year The Worker,Retiree and Employer Recovery Act (H.R. 7327) suspends the Required Minimum [...]