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Social Security 24 Aug 2013 | 02:28 am
As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be appropriate to review a little bit about our social security benef...
Should I Play The Lottery? 22 Aug 2013 | 12:48 am
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the payouts and with recent ticket price increases, Powerball...
The 5 Biggest Changes in Personal Finance over the Last 20 Years 17 Jul 2013 | 12:28 am
My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s progression has gone from being a baby, to a toddler, to a gr...
Young Investors Key to Beating the Market 10 Jul 2013 | 10:23 pm
Want to know how to beat the market? “Sure,” you may say, “it’s possible. If I spent my every waking hour researching undervalued companies.” But, what if I told you I had a fool proof way for those ...
Health Care Reform and You 27 Jun 2013 | 09:24 pm
The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years. Provisions of the Act have ramifications for businesses and indi...
I Don’t Understand My Financial Plan 24 Jun 2013 | 09:43 pm
Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in 1998’s Rush Hour. Chris Tucker’s character eloquently asked...
Are You an Investor or Speculator? 19 Jun 2013 | 10:38 pm
How can you tell if you are you an investor or a speculator? Many casual investors buy stocks and assume they are investing, but in reality, they are actually speculating. True investing entails condu...
Before the Eulogy 22 May 2013 | 08:29 pm
I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90 years. Our client and his siblings were able to eulogize and ...
FAMILY TAXATION 9 May 2013 | 08:48 pm
Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a business. With the business owner, tax strategies will often b...
How Do Options Work? 19 Apr 2013 | 12:57 am
What if you had had a hunch that Microsoft stock would skyrocket when it introduced Windows 8? Would you have risked purchasing Microsoft stock on just a hunch? Or what if you owned a hundred shares o...
