Wealth Planning is For Everyone
The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you. Instead of feeling ...(more)
In the first Godfather movie, young Michael Corleone says the famous line, “It’s not personal, Sonny. It’s strictly business.” Anyone who has seen the movie or been on the receiving end of this saying knows that every ...(more)
Benjamin Franklin wrote that nothing in this world can said to be certain, except death and taxes. If he lived today, he might add underfunded pensions as a third certainty. The Pew Charitable Trusts¹ reported this ...(more)
It’s time for a pop quiz! There are only two questions so there’s no need to play sick and cut class. This will be quick and painless.
Question 1: Which do you choose?
A.) Get $900 for Sure
B.) 90% Chance to Get ...(more)
Microsoft announced¹ last week that it has authorized up to $40 billion in stock buybacks this year. Investors may wonder why a company would choose to purchase its stock at a time when the company and both major ...(more)
You’ve recently had a child, congratulations! What an exciting time for you and your family. You are probably swamped with visitors wanting to check out your “little one.” Everything may seem like a whirlwind for you ...(more)
When our child was diagnosed with a developmental disability, the last thing on our minds was estate planning. We were immersed in the world of Early Steps, doctors, therapy, and Individualized Education Plans. Then, ...(more)
Recently, Congress passed a budget bill ending the “file-and-suspend” Social Security planning technique. Does it matter now when to start taking your Social Security benefit?
Yesterday’s news headlines provided me ...(more)
A WEALTHY TALE
“WHAT IS WEALTH?”
For as long as I remember, I’ve been fascinated with the concept of wealth. It is a subjective concept that we’ve objectified. Almost 99% of the world’s objective wealth ...(more)
Regardless of whether you’re a man or a woman, Social Security will not – and was never designed to – provide all of the income you’ll need to live comfortably during retirement. At best, your income from Social ...(more)
If you are keeping an eye on the financial press, you may be noticing a flurry of commentary of late, with respect to a financial advisor’s duties and obligations to his or her clients. The White House recently ...(more)
The Biggest Threat To Your Portfolio (The Reformed Broker) You.
It’s Hard to Top Traditional Diversification (ServoWealth) “Regardless of what you’ve been told by Wall Street marketing departments, there is no need ...(more)
Myth #1: “My situation is very simple. Comprehensive planning is overkill.”
Some people may feel that their situation is straightforward and therefore does not require a financial plan. This stems from a ...(more)
Are you making mistakes with your money? Many people do, because of inattention, a lack of knowledge or confidence, or relying of the advice of friends rather than professionals. Here are some all-too-common money ...(more)
Many, if not most, people find themselves leaving their current employer. These changes occur for various reasons. The reasons vary from retirement to an employer terminating an employee (again for numerous ...(more)
Many people when they hear or read about wealth management and/or wealth managers they scoff. They believe wealth management is only for millionaires or billionaires.
However, wealth management is for everyone. Any ...(more)
You just got married, but you may not have realized that your money did as well. One of you is a spender and one is a saver! How in the world will you make it work? Especially now that many people are getting ...(more)
You have officially decided that you want to quit your job. While all of your emotions tell you to write the resignation letter and head to your bosses office, you muster up the energy to consider the pros and cons of ...(more)
Altoona, Pa. - It has happened again! Investors depending on municipal bonds for a secure retirement should be concerned. For the second time in three years, the Security and Exchange Commission has slapped another ...(more)
Richard W Greene, CLU, ChFC, IAR
In a few more days you will have received your 2013 1099s and will begin the process of preparing to meet with your CPA. This year prepare another pile of insurance policies, ...(more)
Legacy planning3 is a lifelong endeavor that requires patience, discipline, a strong work ethic and proficiency when it comes to the subject of money and taxes. Being “wealthy” should not only be defined in numerical ...(more)
It may surprise you to learn that many people have important financial documents strewn all over their homes – in desk drawers, underneath books, in various files cabinets and often not located in the correct file, in ...(more)
A brilliant investment idea?
“There’s a sucker born every minute.”–P.T. Barnum
I enjoy messing with scammers. I like to select some scam e-mails that I receive from “Nigerian princes” and “oil barons” and ...(more)
Monkey Brain fears things which go bump in the night.
“Only the good die young.”–Billy Joel
I don’t know anyone who is particularly good at contemplating his own mortality. We fear the unknown, and even if we have a ...(more)
Life isn’t one of these.
“I notice that you got it. You notice that I want it. Know that I can take it to the next level baby.”–Nicki Minaj
Yes, I feel dirty for quoting a Nicki Minaj song, just for the record.
Tim Ferriss’s book The Four Hour Workweek has sold well over a million copies. I’ve purchased two, and several friends have based on my recommendations. That’s over a million people who have some sort of dream of ...(more)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.