What Should I Look for in a Financial Advisor?

Many consider engaging in the financial planning process, but never take that first step of exploring their options. It’s one of those very important, but not urgent issues that often get pushed to the back burner. It’s a lot of work to gather all the relevant documents and information needed to put together a comprehensive plan. Our schedules get busy. Not to mention, how do you decide who to interview and what you really want from the process? If you believe the investment commercials, it’s all so simple. Save a little and proceed immediately to… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg

Munchausen by Proxy by Media

(from Seth Godin’s blog dated 10/27/2014. Click here for the original post.  Seth is the author of 17 books that have been bestsellers around the world and translated into more than 35 languages. He writes about the post-industrial revolution, the way ideas spread, marketing, quitting, leadership and most of all, changing everything. You might be familiar with his books Linchpin, Tribes, The Dip and Purple Cow.  Follow him on Twitter @thisissethsblog.)    MBP is a particularly tragic form of child abuse. Parents or caregivers induce illness in their kids to get… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg

Uncomfortable Conversations – Part II

As we age, the financial services industry bombards us with invitations to steak dinners and seminars promising to reveal the secrets for protecting our assets from estate taxes, probate expenses and Medicaid laws.  (I get them too!)  But we’re rarely offered any guidance on how to communicate to our family  and friends how we want to live out the rest of our lives, and how we can maintain control over what happens to us when we’re no longer able to live the way we do now. Remember Terri Schiavo?  She was the 41 year… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg

Just Keep Making Staves

Chip & LeroyTo celebrate a significant, but unnamed birthday of his, my Dad and I recently spent a few days driving a good chunk of historic Route 66 from St. Louis back to his home in southern California.  It was a great opportunity to see some beautiful parts of our country, make some memories and carve out some wonderful father-son time. As is typically the case, one of the biggest treats of the trip wasn’t even on the agenda. A few hours into our drive, we happened to pass McGinnis Wood Products.  A maker of bourbon… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg