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Mar 22nd, 2011 |
By Admin |
Category: 4th Quarter (Age 60+)
BOSTON — When it comes to retirement, the average American age 65 and older generates nearly two-thirds of their total income from a combination of earned income and Social Security, with the rest coming from pensions and personal assets. But despite the fact that millions are earning income and collecting at the same time, there’s [...]
Tags: Advanced, Retirement, Social Security, taxes Posted in 4th Quarter (Age 60+) |
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Dec 3rd, 2010 |
By Admin |
Category: Featured Articles
by Bob Veres Dealing With US Debt If you want to watch something alarming, look at the U.S. Debt Clock (http://www.usdebtclock.org/), which calculates, second-by-second, America’s rising debt (approaching $14 trillion), federal spending (nearly $3.5 trillion a year) and budget deficit (roughly $1.3 trillion). Second-by-second the numbers increase, and you can also watch (more slowly) the [...]
Tags: Advanced, economy, Recovery, taxes Posted in Featured Articles |
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Nov 1st, 2010 |
By Admin |
Category: Worldview Editorial Page
The Monopoly board game originated during the Great Depression. At first its inventor, Charles Darrow, could not interest manufacturers. Parker Brothers turned the game down, citing “52 design errors.” But Darrow produced his own copies of the game, and Parker Brothers finally bought Monopoly. By 1935, the New York Times was reporting that “leading all other board games … is the season’s craze, ‘Monopoly,’ the game of real estate.”
Most of us are familiar with the object of Monopoly: the accumulation of property on which one places houses and hotels, and from which one receives revenue. Many of us have a favorite token. Perennially popular is the top hat, which symbolizes the sort of wealth to which Americans who work hard can aspire. The top hat is a token that has remained in the game, even while others have changed over the decades.
One’s willingness to play Monopoly depends on a few conditions—for instance, a predictable number of “Pay Income Tax” cards.
Tags: Advanced, economy, Recovery Posted in Worldview Editorial Page |
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Oct 20th, 2010 |
By User |
Category: 4th Quarter (Age 60+)
The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life—and through different economic and market conditions. Experts have studied portfolio longevity or endurance [...]
Tags: Advanced, Dimensional Funds Advisors - DFA, Inflation, Retirement Posted in 4th Quarter (Age 60+) |
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Sep 27th, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: 4th Quarter (Age 60+)
Planning allocations between entities and beneficiaries is even more critical with higher tax rates on the horizon. By Sonja Pippin, Ph.D. – Journal of Accountancy New tax laws will have a significant impact on the taxation of trusts. If you, or someone you know, is acting as trustee to an irrevocable trust, then you need [...]
Tags: Advanced, taxes, Trusts, Working with an Advisor Posted in 4th Quarter (Age 60+) |
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Aug 25th, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Investing
Navigating Structured Products by Brian Harris, Senior Editor, Dimensional Fund Advisors In recent years, structured products have gained favor among retail investors in Europe and the US. Investment banks promote these securities as sophisticated tools to help investors manage downside risk, enhance returns, or achieve other investment objectives. Sales have grown briskly since 2006, and [...]
Tags: Active Management, Advanced, Alternative Investments, Dimensional Funds Advisors - DFA Posted in Investing |
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Jul 23rd, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Investing
Average Joe smacked by contango, pre-rolling, and Wall Street sharpies; profiting off ‘the dumb money’ The following article from Investor’s News is an eye opener. It is so easy to think investing is easy – think again. And, enjoy reading this article and take heed. Like so many investors in the spring of 2009, Gordon [...]
Tags: Active Management, Advanced, Alternative Investments, ETF, Inflation, Moderate Posted in Investing |
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Apr 13th, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: A Christian Perspective
Christianity and Capitalism by Richard Doster It’s been a rough couple of years for free-market capitalism. In Business as a Calling: Work and the Examined Life, theologian Michael Novak wonders if capitalism is “spiritually empty and corrosive of virtue.” The evidence, perhaps now more than at any time in the past 70 years, may tilt [...]
Tags: Advanced, Beginning, capitalism, christianity, economy, Moderate Posted in A Christian Perspective |
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Apr 8th, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Worldview Editorial Page
Now that we have passed the Health Care Reform Bill that was scored by the CBO to say it is not going to increase the deficit and over the long term actually reduce the deficit, Congress is now floating the idea of a VAT, a Value Added Tax, like Europe. To me this is an [...]
Tags: Advanced, Beginning, Moderate, taxes Posted in Worldview Editorial Page |
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Mar 31st, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Investing
Recent Market Volatility in Perspective The US stock market has taken investors on a bumpy ride in recent years. This volatility has tested investor discipline and prompted some people to question their commitment to equities. While no one knows the future, looking at the past may help you gain a better view of long-term market [...]
Tags: Advanced, Beginning, Moderate Posted in Investing |
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