Posts by Boomer
If It’s Fall – It’s Fundraising Time!
This is the time of year when my doorbell rings constantly with little tykes offering up their pleas for me to purchase something from their school, team or organization fundraisers.
Read MoreMinimize Your Estate Costs
Planning to minimize your estate costs can be complex. By hiring a professional, such as a lawyer, accountant, or trust company representative you will ensure you have considered all the strategies for your estate plan.
Read MoreCreating Your Estate Plan
Everyone needs to protect their assets and have an orderly distribution to beneficiaries. Spend some time creating your estate plan before taking it to the lawyer who will draw up your will.
Read MoreProtect Your Assets With Estate Planning
Estate planning is not something that concerns only the rich or the elderly. Everyone should have an estate plan.
Read MoreLong Term Care Insurance: Do You Need It?
Long term care insurance can be fairly reasonable. There are two things you can do to improve your chances of getting a decent policy.
Read MoreSaving Real Estate Fees: Is It Worth It?
Do you think it’s better to use a realtor when buying or selling a property or would you rather keep the commission and negotiate for yourself?
Read MoreHow Do You Analyze Potential Investments?
Here are three ways you can analyze potential investments to decide if they are worth it – quantitative analysis, fundamental analysis, and technical analysis.
Read MoreBack To School Shopping
Back to school shopping is a huge expense that can be reduced through judicious planning and budgeting. Not everything needs to be brand new or even bought all at once.
Read MoreWhat Are Real Return Bonds?
Real return bonds are mainly a buy-and-hold investment. They are best purchased when inflation is expected to rise.
Read MoreTiming Is Everything
I’m not talking about timing the stock market to buy and sell shares. I’m talking about timing the retail market before making any purchases.
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