The number of interesting, talented, intelligent, and aging (notice I didn’t say “aged”) people who currently live in Gulf and Franklin counties is quite remarkable. And that number is increasing, literally, on a daily basis. I was asked by one of my pickleball friends to address, “When to start taking Social Security.” Within my word…
With the Dow Jones Industrial Average near 40,000 and interest rates higher than we have seen in decades, where do interest rates and the stock markets go from here? And when? And by how much? Will the path be smooth or bumpy? Why? Let’s be honest – you probably don’t know the answer to these…
As I write this article from Cape San Blas, I can’t help but wonder how many people will actually read it. So, how about we make a deal? I will give you a copy of my book Seven Steps to Serious Money if you will contact me with code word “half.” I would also love…
Deadlines – we’ve all had them – health, work, school, life. Some of us create them for other people, and some people refuse to acknowledge them. I played pickleball with a friend last week and I noticed he was breathing heavily and seemed a little out of sorts. After not feeling well the following two…
Probate can be a lengthy and expensive process. Some people avoid it using sophisticated strategies by paying an attorney to create and monitor documents and situations. Some people, with good intentions, try to avoid it with as little cost as possible by simply adding the name of their beneficiary(ies) to their deeds and/or accounts. This…
Did you wake up today with a feeling of anticipation and excitement? You should have! March 7 is National Cereal Day, which encourages Americans to promote and consume cereal for breakfast – and for a late-night snack. So, run on down to The Pig and buy some cereal! Humans have been eating breakfast for thousands…
“My assets won’t have to go through probate when I die. I have a will.” “My attorney said that probate is fast and inexpensive.” “I don’t have a will, but I’ve told my family who is supposed to get what.” Hopefully these are not words that have come out of your mouth. Gulf and Franklin…
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