Month: January 2014

It Can Affect Us All

As I ponder on what to write for this article, I decided to write about a personal experience my family and I are experiencing now. My mother-in-law was recently diagnosed with terminal cancer, and is now in need of care. The hospice nurses, who have been sent down from heaven, (and anyone who has experienced…
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January 30, 2014 0

An Evening with President Bush

Last week I attended our annual insurance marketing conference in our nation’s capital.  I love Washington but generally I love it when it’s not as frigid as it was last week.  The conference was in a stately older hotel, The Omni Shoreham. We had a few very interesting speakers including Bo Eason, a former NFL…
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January 30, 2014 0

Seven Things People Often Get Wrong About IRAs

IRAs are some of the most common types of accounts Americans invest in for their retirement.  They are so common that you would imagine everyone knows all about them and how they work.  That’s hardly the case.  To start off, most people think IRA stands for Individual Retirement Account but according to IRS Publication 590,…
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January 28, 2014 0

Back to Medicare Basics

By Howard Peck Medicare Supplement Specialist As we begin a New Year, I thought I would offer a very concise Q and A overview of Medicare. (Note: All of the answers below have variables and nuances depending on the situation and individual) Because it is a government run program, will Medicare offer me inferior care? …
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January 23, 2014 0

Still Dealing with Boomerang Kids?

Over the past year I’ve read several reports and columns that said until younger folks start creating their own households, the economy (and jobs) will have a hard time growing.  With unemployment and underemployment still trending way too high, many young folks just don’t have the money to start their own households, yet alone get…
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January 23, 2014 0

Target Date Fund Use in 401(k) Plans Increasing

According to a recent article in Financial Advisor Magazine, the use of target-date funds in 401(k) plans continues to grow, according to a report released today by the Investment Company Institute and the Employee Benefit Research Institute. At the end of 2012, 41 percent of 401(k) participants held target-date funds, compared with 39 percent in…
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January 13, 2014 0

No Testimonials Please…

For the past 3 months, I’ve been the local trusted advisor on a syndicated radio show called The Financial Safari; airing every Saturday at 2pm on WPHT, AM 1210, otherwise known as “the big talker”.  It’s a fun format and I really enjoy having the chance to talk about so many important retirement planning issues…
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January 13, 2014 0