Thursday, May 2 is National Life Insurance Day – aren’t you excited? Have you been dying to celebrate it? Feel free to text me any of your own puns and plays on words to (850) 724-1369. This article may not apply to any of the healthy, intelligent, active, footloose and fancy-free people in Gulf/Franklin county…
Middle America is feeling the effects of rising tensions in the Middle East, uncertainty over the current state of inflation and its impact on interest rate policy, and the prospects for continued economic growth. I define Middle America as those persons who have enough money to care what happens to their portfolios and economic situation,…
Congratulations! Most of you have made it past the tax filing deadline. How did things go between you and Uncle Sam this year? Still stinging a little bit? When it does fade away, here are some thoughts for 2024 and beyond. If you got a big refund, consider reducing your withholdings so that you earn…
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…
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