About a month ago I wrote a column about how some financial product marketers use fear to sell their products. While I chose to focus that article on the dangers of signing up for a reverse mortgage, there are other financial products I would also advise people to avoid in [...]
About a week ago I had the opportunity to attend the 2018 Toast to our Towns Gala, hosted by the Truman Heartland Community Foundation. The event serves as an opportunity to honor people and organizations who have dedicated themselves to serving Eastern Jackson County. It really is a celebration of [...]
Considering recent headlines of new all-time highs in the stock market, it’s easy for us to forget that this month we mark the 10 year anniversary of the worst stock market crash since 1929. That event served as a serious reminder to us all that the market can and does [...]
What does it mean to you if someone suggests you keep it simple? I have learned and am still learning the importance of this principle for both life itself and for our finances. Just yesterday, we were discussing financial alternatives with a client. It became quickly obvious that if we [...]
Einstein referred to the law of compound interest as the 8th wonder of the world. It truly is a remarkable thing. You’d think, as someone who works in the investment world, it would become an ordinary subject for me, but I get fired up every time I think about it. I’m [...]
Over this past weekend, whenever I heard anyone in the media talk about Labor Day, it was consistently described as a day to celebrate the fact that you don’t have to go to work. It was almost portrayed as a one-day reprieve from the grueling punishment that is your job. [...]
Recently, I took a day off from work and decided to catch up on some daytime TV. It was interesting to me how different the commercials are during the day, and how targeted they are to stay-at-home moms, the unemployed, and seniors. Of particular note to me was how much [...]
Trying to stay fit might be hazardous to one’s health! In late March, trying to perform exercises directed by my trainer, I suffered a complete thickness tear of my left supraspinatus tendon. That is the shoulder muscle that allows us to raise our arms out to the side. The experts [...]
If you’ve read my columns before you have probably figured out that I am frugal with my money…no, not frugal, cheap. I come from a long line of bargain hunters that wear the title of cheapskate like a badge of honor. In fact, I couldn’t tell you the last time [...]
Last week I explored the topic of whether paying for your child or grandchild’s education was the right thing to do. This week let’s look at some of the better ways to help fund these soaring education costs. As you are probably aware, education costs are not only rising for [...]
