Tag Archives | economy

College

Staggering Student Loan Facts

According to to this article on SmartMoney.com Total student loans outstanding are expected to reach $840.5 billion by end of September (up 10%) The 66% of the class of 2012 with student loans averaged $28,720 vs $9,320 in 1993 (according to FinAid.org) The Treasury Dept reports docking Social Security payments of 115,000 retirees so far […]

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Stethoscope

The Life Insurance Application Process

1.  Preliminary questions:  Your agent will ask you some basic health questions to determine the best carrier for you.  Carriers underwrite medical conditions differently, and an agent with access to multiple carriers should know which will be most favorable for you.  You should also select a carrier with strong financial health. 2.  Formal application:  You […]

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Kids and Money

Good Money Sense in an “I Want it Now” World

When my niece was all of six, she asked for an iPod for Christmas.  Not some kid-sturdy version of a CD player to carry around.  Not even a plain old mp3 player.  Specifically, an iPod.  Thanks to my sister-in-law’s good sense, she didn’t get it.   But the fact that she knew to ask for an […]

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Golf Cart Contest Entry

The Right to Choose Your Skivvies

My parents’ community celebrates Fourth of July like no other.  They have pool parties, a bouncy house, a huge barbecue, and of course, the requisite  fireworks display.  But the highlight of the week-long celebration is the golf cart parade.  My mom and my daughter have entered three years now, decorating the golf cart and strategizing […]

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Part 2A & B of Form ADV: Firm Brochure