I am not sure why but people ask me about current events; maybe it is because I am an information junkie, maybe it is because I work in the financial world, or maybe, just maybe, it is because I always have an opinion! Well lately, I have been discussing/arguing with friends, family members and have even…
As the baby boomers get older, and we continue to hear the oft repeated saying, We are about to experience the greatest transfer of wealth in history One of my planners recently asked my opinion about a situation – his client, a concerned parent, is about to retire and has approximately $2,500,000 in qualified money…
I often check the online personal finance section of the Wall Street Journal (found here); many times I find interesting articles which range from the topics credit card debt all the way to macroeconomic theories, but in all honesty, today’s top headline frightened me! The title of the article is, “Investors Pull Money Out of Their 401(k)s”…
I have always prided myself in my research abilities, whether it be during my undergraduate years, post-graduate education, or during my working career. In fact I would have to say at least I spend at least 5 to 10 hours a week researching random questions for planners at my firm. While clerking (basically working for…
My Article comparing the CDs vs. High yield savings account found (here) was chosen to be apart of the Carnival of Personal Finance #170 found (here). The Personal Financier went above and beyond highlighting way over 40 or so blog entries for this Carnival. Here are a few that, in my humble opinion are a…
Maybe this post is personal finance, maybe it is not…but since it is my blog I can rant if I want to. For the past 4 or 5 months on my way home from work I pass a construction site with a HUGE inflatable rat. Everyday there are 3 to 4 guys who sit next…
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