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5 Questions a Financial Planner should ask YOU
From Jacoba Urist at Today.com – http://lifeinc.today.com/_news/2012/10/14/14201615-five-questions-a-financial-planner-should-ask-you?lite Summary: 1. What is it you hope to accomplish by visiting a financial planner? 2. What is your current income and do you expect any changes to it? 3. Do you have a formalized household budget? 4. How involved would you like to be in the process? 5. Read more
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AMT Patch proposed for 2012 and 2013
“The Family and Business Tax Cut Certainty Bill of 2012 (Sen 3521 ) would patch the alternative minimum tax (AMT) for the 2012 and 2013 tax years for an estimated revenue loss of $132.2 billion.” Full text of the bill: http://www.govtrack.us/congress/bills/112/s3521/text It also extends several other popular tax provisions: the deduction for teachers who buy Read more
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Simpson and Bowles on Meet the Press
http://www.fixthedebt.org/blog/meet-the-press-alan-simpson-and-erskine-bowles-on-the-federal-debt_1 The video is a little long, but it’s well worth watching. Some straight up stuff from a pair of guys – Simpson and Bowles – who have nothing political to lose. And it’s refreshing to see how folks from the two parties *could* work together. There are no immediate financial planning implications, inasmuch as Read more
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A really nice blog post about how much (and what kind of) life insurance people need
http://www.chuckrylant.com/how-much-life-insurance/ In Chuck’s blog post, he talks about being “worth more dead than alive” – the context being that people often are sold more life insurance than they really need. Or the wrong kind of life insurance (in which case, they may not be worth more dead than alive, but may be worth more to Read more
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Buy Facebook? You may already have!
When Facebook (FB) went public, several folks immediately asked if they should buy it. My response was, uniformly, “no”. It was not that I thought FaceBook was overvalued (I did), not that I thought the price was going to drop soon (I did – IPOs frequently go down in the short term, and a spectacularly Read more
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Malkiel: Buy Stocks, not Bonds
Burton Malkiel has been speaking up a lot lately, and with much the same message – repeated several times over the last few months (at least since an op-ed back in April). While hitting on some of the same themes he’s hit on for 40 years (index funds, low costs, broad diversification, don’t time the Read more
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