1987 Fun Facts

Posted by on Jan 16, 2017 in Fun Stuff | 0 comments

  How many of these do you remember from 30 years ago? Ronald Reagan made his famous speech, “Mr. Gorbachev, tear down this wall.” The Berlin wall, that was. The world population was estimated to be just over 5 billion. It is over 7.3 billion now. Popular Movies: Fatal Attraction, Moonstruck, Wall Street, The Last Emperor The unemployment rate was 6.2%. A first class postage stamp was 22 cents. The average increase in price has been less than 2.5% over the 30 years. Record of the Year: Higher Love by Steve Winwood. The New York Giants beat the Denver Broncos in Super...

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Bridging the Gap through 2017 & Beyond

Posted by on Jan 16, 2017 in Goal Achievement, Investments, Life Insurance, Protection Planning, Retirement | 0 comments

Resolutions, Fizzolutions. It’s not enough to want to change something. If all you do is WANT something to happen, it simply won’t. There’s a magic switch that has to go on, and only you can throw it for yourself. Call it the Ah, ha! moment, an epiphany, or holy crap! It has to happen to you, for you, by you. Most times, it’s when a major event occurs in our lives, like having a baby, buying a house, getting divorced, turning 50. You get the idea. New things you do this year have to be so compelling, that nothing will stop you. It wouldn’t hurt if they were easy to...

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Should You Convert? … to a Roth IRA, that is

Posted by on Sep 2, 2016 in Business Owners, Estate and Trust Planning, Goal Achievement, Goals, Income Tax Planning, Investments, Retirement | 0 comments

“To convert, or not to convert. That is the question.” OK, Shakespeare I’m not. But, I have had the question posed to me many times over the years, and sometimes I suggest it even though it wasn’t on a client’s radar. There are a lot of factors that go into this complex decision, and you need to be aware of what they are. I’ve compiled the pros and cons below from my experience with hundreds of planning cases over the years. You’ll probably choose one more of the yes and no reasons, so the decision is going to have to be based on which aspects are...

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The Retirement Transition

Posted by on Aug 31, 2016 in Business Owners, Goals, Investments, Retirement | 0 comments

JOIN THE CLUB – Approximately 10,000 people in the U.S. turn 65 every day, so covering the planning for those retirement years is a major issue in this country. Unfortunately, there are many people who get laid off or become disabled before they choose to retire. Others retire without a direction for the next phase of their lives, and business owners wait too long to plan for the sale of their business. WHAT’S NEXT? Walking the dog, seeing the doctor once in a while, and going to the store are nice activities, but that will become boring really quickly. Here are some ideas...

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Now Is The Time For Quantitative Tightening

Posted by on Jul 21, 2016 in Economy, Investments | 0 comments

Quantitative easing (QE) was an infusion of capital to prevent a potential collapse of the economy, and the FRB’s history of telegraphing their decisions on rates has helped bolster the markets along the way. Contradictory economic data hits them almost daily, making it difficult, if not impossible, to pursue a steady policy or formula. It’s worse than trying to guess where a pinball will go next. You can’t predict chaos.   According to the Federal Reserve Act, their monetary policy objectives are to “maintain long run growth of the monetary and credit aggregates commensurate...

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