These articles have been compiled from the last 25+ years and are archived here to serve as an incredible free resource for our long time listeners and those new to the show. Topics range from financial planning basics to politics, life, the economy and more.
My son Stephen is quite fascinated about how Santa Claus keeps and maintains his naughty and nice list. I don’t know whether he is looking for loopholes in the deal or is genuinely concerned about his status for December 25th. What I do know is that I would like to thank Santa for making it […]
The ABC Network has a new show coming out this winter entitled Daybreak. The promo for the show from ABC’s website states… “Detective Brett Hopper’s life takes an unexplained detour when he’s charged with killing a district attorney, discovers his loved ones are in danger and that he’s being framed — and forced to relive […]
Hollywood has taken great liberties and made a great deal of money in its portrayal of the “Wall ,Street Master of the Universe Tycoon” character. There was Richard Gere playing Edward Lewis in the film Pretty Woman, (a Disney film about a hooker…Gee, it’s too bad and a wonder they didn’t make an attraction about […]
I am going to invent a word. Obliviousity Definition: A rapidly growing (at least to me) annoying trait of modern society and our modern workforce that embodies feckless behavior, absence of any attention to detail, and a chronic lack of pride that many workers take in their endeavors. For example: I was out to dinner […]
“Facts are stubborn things; and whatever may be our wishes, our inclinations, or the dictates of our passion, they cannot alter the state of facts and evidence..” John Adams, ‘Argument in Defense of the Soldiers in the Boston Massacre Trials,’ December 1770 We are heading into the mid-term election, which means it is time once […]
ANNUITY SALES In March of 2005 in our article The Perfect Mark we chronicled two cases of banks taking advantage of senior citizens through the use of local branches and tellers. The scam perpetrated by Citizens Bank was as dubious as they come. Tellers at the bank earned compensation on a point system by referring […]
What if Congress in their infinite ability to pander and demagogue decided on passing a law setting a minimum price on used cars? For arguments sake let’s say $20,000. Here is the deal…If you have an old rust-bucket VW van that still reeks of a popular contraband and want to trade it in for the […]
Earlier this past year I was at a dinner party hosted by my friends and Godparents to my daughter, the Corcoran’s. Dinner parties at the Corcoran’s are great fun unless of course you are dieting. It is nearly impossible to articulate the quality and quantity of food that is served at Corcoran events but, put […]
The Pension Protection Act of 2006 was signed into law on August 17, 2006 (PPA). The PPA brings some of the most widespread and significant changes to pension law since the Employee Retirement Income Security Act of 1974 (ERISA). Not only does the PPA deal with pension plans, but defined contribution plans as well as […]
The Savings Incentive Match Plan for Employees (SIMPLE) is one of the most useful tax-deferred retirement plans available to small companies. The SIMPLE allows for the employer and key employees maximum contributions while not necessitating the same from other workers. Self-employed individuals may have SIMPLE plans as well as small-business owners with less than 100 […]
According to the Vanguard Center for Retirement Research and the Wharton School’s Pension Research Council, Americans are letting their retirement nest eggs sit without any proper attention. The study finds that investors do not do enough to diversify their savings. The extensive study looked at more than five million people with employer-sponsored defined contribution plans […]
I love watching my son build sand castles. The determination in his face while turning over buckets of sand, the carving of tunnels with his plastic shovel, the intricate moats to keep the “bad guys” out, is priceless. I realized something while watching my son spend so much time and effort on his castle. Stephen […]