Category Archives: Money Management
The Debt Crisis
It certainly isn’t a golf day as I write this early Sunday afternoon, and what it has done is give me a day or so to collect my thoughts as we come off a most volatile week, both politically and … Continue reading
Annuities: A Complex Subject
I recently came across an article published in the Wall Street Journal on March 8, 2011 written by Lavonne Kuykendall, entitled, “Making the Case to Buy an Annuity.” Continue reading
10-50-50 Strategy
One question we get asked frequently is what should be done with a bonus check, increase in pay, unusually large gift, etc. Should it be used to pay down debt, saved or invested, or just consumed? For starters, it would … Continue reading
Grow, Learn, Prosper
Everywhere you look there are articles, blogs, etc about making the proper financial and investment decisions as we begin a new year. These get old, repetitive, and it’s the recycling of the same *excrement* which is published each year. I … Continue reading
Proper Investing Principles
In another life, when teaching and coaching sales people in another aspect of the financial services industry, I had a saying which I used continually and it was “know the difference between being busy and being productive.” During the course … Continue reading