Outside of investing a small percentage of my bi-weekly 401(k) contributions into a Real Estate Investment Trust (REIT) Fund, I have very little personal experience investing in these interesting vehicles, however, when I saw a FINRA Investor Alert I was curious what it had to say. The FINRA Investor Alert was titled, “Public Non-Traded REITs…
A couple of days ago I “graded” myself as to how I did for my 2011 Goals and Objectives and with only a couple days left in 2011 it is about time to lay it on the line for what I expect for myself in 2012. One of the main reasons I started this blog…
As I have mentioned before that in addition to my day job, and this blog I operate a very small law practice. In both my law practice and day job Revocable Living Trusts come up often, however, I am not a particularly big proponent of using them for one specific reason discussed below. What is…
As the baby boomers get older and older it is almost impossible to pick up a financial publication that doesn’t discuss turning one’s nest egg into a stream of income. It has been a while since I explained both an immediate annuity and deferred annuities, but basically they are financial products that turn a sum…
A financial advisor is a professional that helps clients assess their financial situation and develop plans to help them reach their future goals. Financial planners will help clients analyze and budget their cash flow, make good investments, assist with retirement planning, plan their estate, get insurance, and minimize their taxes. The problem is that many…
As back office support for a financial planning firm sometimes I have to create cash flow projections for clients. The projections can be as simple or as complicated as the financial planner needs/wants it to be. Today, I had a very interesting discussion with a planner about a particular client and this is not the first…
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