(888) 234-7982

Social Security – An Update

According to the Social Security Administration, nearly 62 million Americans are receiving some type of benefit from the program as of April 2012.  There is much speculation as to where the program is headed in the future.  Unfortunately, there’s little more to report...

Facebook Fever

As I write this blog, Facebook is set to begin trading any minute, with the estimated 11:15am start time approaching.  The fact that web sites are breathlessly reporting the status of the stock’s IPO on a minute-by-minute basis speaks volumes about the public’s...

The Real Reasons Why You Buy

(from Carl Richard’s New York Times’ Bucks blog, 4/16/2012 – click here for the original post. Carl is a Certified Financial Planner in Park City, Utah. His sketches are archived on the Bucks blog and on his personal Web site, www.BehaviorGap.com.)...

The Magic Number

One of the questions I am often asked by clients is “how much money do I need to retire?”  Advertisements on TV and in magazines would have us believe that when we have accumulated this “magic number” we are ready to stop working.  What the ads fail to mention is that...

The Changing Role of Grandparents

A recent AARP survey of grandparents showed that 36% of those asked felt that “spoiling grandchildren by buying them too much” was part of a grandparent’s financial role.  This result isn’t all that surprising. Spoiling grandchildren has been a time-honored right and...