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Archive for January, 2010

“Peak Oil” – A Challenge to the American (and World) Economy You May Not Have Heard Of

Posted in Education, tagged , , , , , on January 15, 2010 | Leave a Comment »

Have you heard of Peak Oil? In the midst of debates about economic problems, climate change, debt, unemployment, and health care, this one hasn’t gotten a lot of attention, but it could be one of the key global problems over the next decade or two. Peak Oil could reverse economic growth, raise global tensions, spark [...]

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Don’t Miss Out on the Benefits of Medicare

Posted in Medical & Health Issues, Retirement, tagged , , , , , , , on January 14, 2010 | Leave a Comment »

The rules for enrolling in Medicare are complex enough; but if you postpone retirement past age 65 – you could get caught in a sea of bureaucratic red tape. Face it, we’re all feeling younger and living longer than many ever imagined – just take a look at the black and white photographs of your grandparents and [...]

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Everyone Can Work a Miracle

Posted in Savings, tagged , , , , , on January 12, 2010 | Leave a Comment »

Some days I feel more miraculous than others. Most of us have days when nothing can stop us and other days when nothing seems to get us started. Working a miracle would really pick me up on some of those days when I am searching for a positive attitude. Fortunately, I have a miracle at [...]

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Beware Barnyard Rules Investing

Posted in Banking, Investments, Retirement, Savings, tagged , , , , on January 11, 2010 | 6 Comments »

In early grade school, my next door neighbor and best friend Mike and I were absolutely inseparable. Any free time you could find us engaged in all varieties of physical games — from basketball, football, to roller hockey. You name the sport, and we could be seen trying to make a one-on-one game of it in [...]

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A Reverse Mortgage Could Be A Wise Move For Some Retirees

Posted in Home Ownership, Retirement, tagged , , , , , , , on January 8, 2010 | 10 Comments »

The poor economy and tight credit market has sent many of our retired clients scrambling for sources of cash to fund large expenses. Short of selling off investments or going back to work, there are a limited number of options. One option that has become popular recently is the reverse mortgage or home equity conversion [...]

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What Did Grandpa Do?

Posted in Credit/Debt, Investments, Savings, tagged , , , , , , , , , on January 7, 2010 | 1 Comment »

I suppose every age suffers from a certain amount of egocentricity. However, it does seem to me that the wailing and moaning we’re hearing now about the Great Recession and how we’re facing the end of the American Century is getting a bit too much. This is not the first time in our history that [...]

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It’s 2010 & Later Than We Think — Risking It Now

Posted in Education, Investments, Retirement, Savings, tagged , , , on January 6, 2010 | Leave a Comment »

Everybody gets to decide for themselves what goals they pursue, how they spend their resources (time, money), and they get to choose the life they want to live. Recently, there’s been a well-known sports figure who for reasons known to him, was perhaps not living the life he apparently wants. It can be terrifying to [...]

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The Four Elements of Financial Planning

Posted in Investments, tagged , , , , , , on January 5, 2010 | Leave a Comment »

Ron Lieber, who writes the “Your Money” column for The New York Times, wondered what kind of tough questions clients were asking their financial planners after last year’s financial crash. To find out, he moderated a panel with five of my colleagues at this fall’s FPA convention in Anaheim, CA. His article about that session appeared [...]

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A New Way to Manage Your Household Finances & Build Your Savings

Posted in Banking, Credit/Debt, Savings, tagged , , , , , , , , , , , , on January 4, 2010 | Leave a Comment »

While “pay off debt” and “save” once again top New Year’s Resolutions lists, research shows 75 percent of us will fail to keep those resolutions within three months. The problem is typical budget approaches and products simply track past expenses and mistakes but provide little insight into the money behaviors we need to change. We advise [...]

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