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SIX Financial Steps You Should Consider NOW

Hello Social Security & Retirement Students!  My apologies if you get this twice; I’m using several often overlapping lists in my database. [A heads up:  All but the Calendly link are YouTube videos on each topic.  If they don’t work you may have to Ctrl-click or copy and paste into another browser window] Would you …Read More


Top Three Influencers of Fiduciary Advice- not a myth

I’ve always believed a universal fiduciary standard should exist for anyone who gives advice to others that can affect- and ruin -lives, whether it’s journalists, bankers, stock brokers, teachers or wedding planners.  I don’t know why the fiduciary focus is strictly on finances.  If you hold yourself out as an expert, you’d better not be …Read More


There Qughta Be a Law (repost)

I’m reposting this financial mostly-a-myth because of the recently and rapidly growing list of “mistakes” made by our president and virtually every one of his inner circle. I confess that my first reaction to outrageous behavior is, “there oughta’ be a law!”.   One way I attempt to keep up with the times is to …Read More


“THERE OUGHTA’ BE A LAW!” and Mexico

I confess that my first reaction to outrageous behavior is, “there oughta’ be a law!”.   One way I attempt to keep up with the times is to watch TV at least once a week, usually a news program on Sunday morning.  Holy cow!  A dozen “there oughta’ be a law!” incidents come up in …Read More


THE TWO MOST IMPORTANT FINANCIAL TOOLS FOR 2017

This post heading is NOT a myth, for once. Think about common risks in your life and the tactics you use to minimize or avoid them. If you’re trying to lose weight then you burn more calories (read: Exercise) and consume fewer or at least better calories (quality proteins, greens, fruits & oils versus sugars, …Read More


Follow Your Gut

I want to profusely thank Brian Love for his excellent Behavioral Finance article in the latest issue of Financial Advisor IQ (The Incredible “Shrinking” Advisor).  Love’s article reiterates why the most important aspect of our profession is not securities analysis or projecting rates of return.  So I title this post with the myth that you should …Read More