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Subscribe to this list via RSS Blog posts tagged in Estate Planning

Posted by in News

January 16, 2017

Dear Reader,

I am reaching out to you in this blog letter because I care about you.  It’s not just business. 

There is a lot of information, disinformation and misinformation out there about financial matters.  A lot of sales people are hyping various products that are supposed to solve problems.  Many make claims that are not substantiated by facts and/or audited figures. 

I submit to you that the biggest issue we all face is wise planning.  Someone once said… 

“Failure to plan is tantamount to planning to fail.” 

I agree.  First let me talk a bit about the past year and why many have a poor understanding of what happened and why expectations for many were not met and why reactions to disappointment could expose you to significant financial mistakes. 

I recently wrote an article published exclusively in Seeking Alpha Pro.  It will be available to all readers in early February.  (If you want to read a wide variety of articles on investing and markets, I encourage you to visit the Seeking Alpha site.)  A few introductory points were these: 

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Posted by in News

March 31, 2014

 

Articles of interest you might have missed:  March Madness in Washington; 10 things your real estate agent won’t tell you; Is Your Financial Future Under Control? 2 Out of 3 of Us Answer 'No'; In Financial Planning, Couples Should Work Together; A Common Sense Approach to Estate Planning

March Madness in Washington – Congress uses sleight of hand to keep the spending going.

10 things your real estate agent won’t tell you – Informative and worth reading if you are planning to buy or sell a home.  Note: As in any profession there are those who are more competent than others as well as more honest and open than others. 

Is Your Financial Future Under Control? 2 Out of 3 of Us Answer 'No'

In Financial Planning, Couples Should Work Together – This has been something I have been promoting for 32 years, including having written a book on the subject.  I am always concerned when women are not knowledgeable regarding the family finances.  It needs to be a team sport.

A Common Sense Approach to Estate Planning – Many famous people have died without even a will.  They include Sonny Bono, Pablo Picasso, Jimmy Hendrix, Michael Jackson, Howard Hughes, martin Luther King and even Abe Lincoln.  The results aren’t pretty.  This article is a good primer.

Are you looking for honest, trustworthy advice regarding your IRA, 401k, investment portfolios, insurance or personal or business planning?  Call STAAR Financial Advisors, Inc. at 412-367-9076 for a no-cost, no-obligation consultation.

 

 

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