Retirement

A Better Way to Think About Funding Your Kids’ Education

Mark Gungor is a popular marriage conference speaker.  In one humorous presentation, he explains the different ways men and women think. Women, Gungor contends, think in a very global, integrated, complex way. Their thoughts and feelings constantly interact together. Men, on the other hand, are much simpler. According to Gungor, we males think in separate […]

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Pessimistic, Optimistic, or Realistic?

Someone recently said to me, “Your columns and emails haven’t been very upbeat lately. You turning pessimistic on us?” Me, pessimistic? Never! The word “pessimism” comes from a Latin root meaning “worst.” Seeing things in the “worst” possible light doesn’t do anyone any good.  The mantra for pessimists is “Why even try? Nothing ever works

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When is It Too Late to Buy Long-Term Care Insurance?

Someone recently asked, “If I’m already retirement age, is it too late—and too pricey—to consider long-term care insurance?  What I thought was, “It depends. How lucky do you feel?” What I said was, “I recommend you plan like a pessimist so you can live like an optimist.”  Here’s why I answered that way: When we

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Can We Trust the Big Financial Institutions?

Visit a small town coffeeshop one morning this week. Listen in on the conversation. It won’t be long before someone starts grousing about financial institutions. “Can you believe we’re bailing out banks AGAIN? Why are we giving money to a bunch of billionaire bankers! You ask me…I’m ready to do away with ALL financial institutions!”

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What Food Trucks and Retirement Income Plan Have in Common

At exit 332, the Millers and Jacksons find themselves in a “culinary crisis.” They have multiple dining options, but they can’t agree on where to eat. Margie Miller is feeling adventurous—she’d really like a cauliflower taco and a fish taco from a food truck with stellar Google Reviews.  Her best friend Amanda thinks the truck

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How to Ensure Your Family Business Survives

Most businesses in the U.S.—in the world, for that matter—are family businesses.  Small, family-owned businesses are the engine of growth and job creation in this country. Therefore, it’s in everyone’s best interest to see them thrive. Unfortunately, about 70% not only don’t thrive—they don’t survive past the first generation! Fully 95% fail to make it

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