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Tuesday, August 30, 2016

You may not have heard of the Longevity Market but, if you’re older than 50, you’re one of its 74.9 million members.1 It may be easiest to think of the Longevity Market as another way of describing the Baby Boom and preceding...

 

Thursday, July 28, 2016

Most investors are familiar with the maxim ‘buy low and sell high.’ The unfortunate reality is that it’s a difficult principle to follow. Buying low often means investing in a company when its shares are priced below full value.Of...

 

Tuesday, July 5, 2016

Would you accompany a group of high school students studying photojournalism and social change in Argentina? How about a group learning about language and culinary traditions in France? Does working for a season or two in a great place...

 

Thursday, June 30, 2016

Our Founding Fathers structured American democracy and left a legacy that has greatly influenced the world. This Fourth of July, see what you know about the Founding Fathers by taking this brief quiz. 1. Who were America’s Founding...

 

Wednesday, June 29, 2016

You may be asking yourself whether that’s a trick question. After all, almost one-third of 18- to 34-year-olds are still living at home with their parents. It is, in fact, the most common living arrangement for this age group and a...

 

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Friday, June 17, 2016

For several years, researchers at Boston College have been studying the experiences and expectations of fathers. As you might suspect, the way in which men understand the role of ‘Dad’ has been changing. While some still believe their...

 

Tuesday, May 31, 2016

In medieval times, alchemists sought methods for transforming ordinary metals into gold. Today, just about every adult searches for a means of transforming savings into a retirement’s worth of income. Recently, they received help from...

 

Friday, May 27, 2016

Before the big barbecue, take time this Memorial Day weekend to honor the men and women who gave their lives fighting for our country. If you’re looking for a way to remember those brave Americans, here are a few suggestions:1 • Raise...

 

Friday, May 6, 2016

Scientists have been mapping our mothers’ brains! They haven’t found eyes in the back of her head, or a way to help her worry less, but they are beginning to understand the mother-child bond better:1 “After centuries of observing...

 

Sunday, May 1, 2016

Super Bowl winners, the length of hemlines, and Sports Illustrated covers – all of these have been used to develop theories about the direction in which stock markets may be headed. Presidential elections and terms have also inspired a...

 

Thursday, April 7, 2016

If you receive a voice or email message from the Internal Revenue Service (IRS), or you field a phone call from an IRS agent informing you “you owe back taxes” and “you better pay now or be arrested (or deported)...

 

Thursday, March 31, 2016

College students have steep learning curves. In high school, they were tasked with doing well academically, participating in extracurricular activities, complying with the rules of their parents’ homes and, possibly, having a job...

 

Tuesday, March 15, 2016

If wars were fought with words, Ireland would be ruling the world. --Irish proverb1 The wit and humor of the Irish is legendary, as is their ability to weave words into poems, prose, folk tales, and song. On this St. Patrick’s...

 

Friday, February 26, 2016

It’s almost tax time. During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense for some Americans, others may benefit by contributing to a Roth IRA that...

 

Friday, February 12, 2016

Are you looking for just the right Valentine’s Day message for someone you love? Here are a few suggestions that have a decidedly financial twist from 14 Ways an Economist Says I Love You by Liz Fosslien. The messages are...

 

Friday, January 29, 2016

The world’s first central bank offered unprecedented convenience. It gave 17th century Swedes the option to pay with paper notes rather than 40-pound copper plates, which were the currency units of the Swedish empire at the time....

 

Thursday, January 14, 2016

Dr. Martin Luther King, Jr. was a complex man who took an unconventional approach to a difficult problem. He used non-violent protests to focus attention on civil rights in the United States. While he fought the status quo, he...

 

Thursday, January 7, 2016

Understanding 2016’s Higher Medicare Part B PremiumsOne-in-seven Medicare enrollees will pay higher Medicare Part B monthly premiums during 2016. Their premiums will be $121.80 each month, an increase of 16 percent. While...

 

Thursday, December 31, 2015

From early Babylonians to present-day Americans, people have been celebrating the beginning of every new year for almost four thousand years!1 Here are a few ways people celebrate the holiday in the United States:2 61 percent of...

 

Tuesday, December 22, 2015

December is full of high spirits and good cheer. If you browse online, you’ll find some surprising holidays amidst more well-known celebrations. Just in case you need more reasons to celebrate the season, here is a list of major...

 

Wednesday, November 18, 2015

Thanksgiving traditions aren’t quite as straightforward as the elementary school plays about Pilgrims and Native Americans sharing a feast would have us believe. History.com suggests that’s because Thanksgiving is,...

 

Friday, October 30, 2015

Veterans are skilled leaders and problem solvers who have a lot to offer in and out of the service. Got Your 6, a campaign to empower veterans in America, offered some interesting insights about the men and women who have chosen to...

 

Monday, October 26, 2015

You may have heard of tax loss harvesting. Some people harvest losses every year, while others do so only when they have taken significant capital gains or have received more income than expected during a given year (perhaps they sold...

 

Monday, October 19, 2015

A number you’re probably not looking for is 1.5 billion. That’s the number of pounds of pumpkins grown every year. History.com said that’s more than twice the weight of the Empire State Building. Here are a few other interesting...

 

Tuesday, October 6, 2015

If you’re 57 or older, it’s a pretty good bet you take at least one prescription medication. If you take more than one, it’s really important to understand how the drugs may interact with one another in your system – particularly, if...

 

Monday, October 5, 2015

Twenty-five years ago, the Americans with Disabilities Act was signed into law, guaranteeing disabled Americans – people with mental, physical, or emotional disabilities – equal opportunity in employment, transportation, government...

 

Wednesday, August 26, 2015

 Rubik's Cube If you played King of the Hill as a child, you'll remember the goal was to beat the other kids to the top. Not easy (at least it wasn't for me). But going down the hill was a breeze. The other kids and gravity were...

 

Wednesday, August 26, 2015

Workers are essential to innovation and success. According to the London School of Economics (LSE), they’re a source of ideas for new products, new services, new approaches to work, and new business models.1Worker-led innovation must...

 

Tuesday, August 25, 2015

Workers are essential to innovation and success. According to the London School of Economics (LSE), they’re a source of ideas for new products, new services, new approaches to work, and new business models.1Worker-led innovation must...

 

Wednesday, August 19, 2015

Healthcare. Retirement. Those may be two of the most stressful words in the English language today. Especially when you include them both in the same sentence. For instance, a married couple that saves $326,000 has a 90 percent chance...

 

Monday, August 3, 2015

"Risk equals return" - you've heard the old mantra. It's an oversimplification. Invest in the riskiest deal and you'd be rich. That's not how it works - as anyone who has played the lottery can tell you. The principle is, in fact,...

 

Monday, October 14, 2013

Robert Mitchum was the spokesman for the Cattlemen's Association advertising campaign, "Beef, it's what's for dinner." Now I don't want to offend my vegetarian readers, but the Cattlemen didn't need to tell me that - I...

 

Wednesday, October 9, 2013

I'm not much of a golfer, so I know when I come upon a water obstacle, I can say goodbye to my golf ball. No one made me go to the golf course, and the water hazard was clearly visible.

 

Monday, September 30, 2013

It's a jungle out there - so it's important to have the financial world working with us rather than against us. In evaluating individual financial situations, I find it helpful to use...

 

Thursday, September 26, 2013

The Ancient Greeks may have lived over 2,000 years ago, but their stories have truth today. Sisyphus was a King who due to numerous misdeeds was sentenced by Zeus to a lifetime punishment of rolling a boulder up a hill, only to have it...

 

Saturday, February 2, 2013

What does a financial advisor do when his favorite financial author (Michael Santoli) leaves his favorite financial publication (Barron's)? I'm still in the process of figuring that out. Michael Santoli wrote the "Streetwise" column in...

 

Saturday, May 5, 2012

Sometime back I posted on my experience with starting a Florida native lawn. I think native lawns are a great idea, and I'm happy with the results. Since I have received a fair amount of email about that post, I thought I would add an...

 

Wednesday, March 14, 2012

I just finished the excellent book, ADD and Your Money: A Guide to Personal Finance for Adults with Attention-Deficit Disorder, by Stephanie Moulton Sarkis PhD and Karl Klein, J.D. I became interested in the topic of...

 

Tuesday, December 27, 2011

It's official - I'm a Dave Ramsey fan!I just finished Dave Ramsey's book, "The Total Money Makeover," and it's one of the best books I've read on personal finance. The book is aimed at the 97% of Americans...

 

Tuesday, December 6, 2011

What is "the Great Recession?" It is yet another new term added to our modern day lexicon courtesy of the general economic downturn which began in 2008 and which is continuing through 2011. By some accounts the phrase was coined by...

 

Monday, November 23, 2009

I am having a lot of fun converting my lawn from traditional grass to a natural lawn. Here is a picture of my front lawn today. It is still in the early stages of conversion - which involves removing the grass. It turns out that grass...