Category Archives: Current Events

A Sad and Strange Tale: The Heiress’ Will

Melissa’s been reading “Empty Mansions: The Mysterious Life of Huguette Clark and the Spending of a Great American Fortune” by Bill Dedman and Paul Clark Newell Jr.  She turned me on to the strange, sad tale of a fabulously wealth … Continue reading

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FRONTLINE: The Retirement Gamble

Go forth, watch “The Retirement Gamble” by Frontline on the PBS website, then come back and I’ll talk you down off the ledge.  Here are my reactions.  First off: Of course people don’t know how much they need to retire.  … Continue reading

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It’s Not The 401(k)’s Fault

USA Today published a controversial column titled “401Ks are a disaster” by Duncan Black on February 5th of this year. The article has a lot of assertions in a tiny word count, and would take a lot of time to … Continue reading

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Required Reading About Healthcare

As a financial planner, I talk to people about saving up for emergencies, and having adequate insurance coverage.  There are situations where all the prudent planning in the world won’t help you.  We don’t talk about it much, because it’s … Continue reading

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Cindy Says…

“It’s not the market that’s unstable, it’s Fox News.”

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9 Year Mortgage – Some More Mortgage Payoff Thoughts

It turns out the post I made last September titled “9 Year Mortgage – Some Thoughts” has gotten a lot of attention.*  I’d like to write about a larger point that I didn’t make in that post, which really needs … Continue reading

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Women and Philanthropy: Investing With a Gender Lens

Oh my gosh, this is awesome!  Cindy’s helping the Women’s Foundation put on an investing workshop called “Women and Philanthropy: Investing With a Gender Lens.”  It will feature Kathleen McQuiggan, a nationally known business consultant and spokesperson for the cause … Continue reading

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Reign of the “The Queen of Versailles”

There’s a new documentary out that’s worth watching – “The Queen of Versailles.”  It’s available on Netflix.  The movie’s about Jackie and David Siegel, owners of Westgate Resorts, and their family’s fall from wealth during the recession.  At the beginning … Continue reading

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Your Paycheck Changed – Here’s What’s Going On

So you notice your paycheck looked a little different, didn’t you.  A little smaller.  Do you want to complain?  Maybe you’d like to get hot under the collar at President Obama’s “secret, middle-class tax hikes (brought up in the comments … Continue reading

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Somebody Slept Through Civics Class…

… and it shows. Here’s an editorial cartoon from someone who just isn’t paying attention to how taxes work.  Not only that, but the cartoon’s author’s profession is political cartoons, and he’s old enough to be retired – and to … Continue reading

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James K. Galbraith at the Clinton School in Little Rock

So, earlier this week there was a lecture from an economist I follow named James K. Galbraith at the Clinton School.  He gave a perky, upbeat* lecture called “The Bleak Past and the Grim Future,” which you can watch online … Continue reading

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I Think I Just Got Trolled By a Bank

So, I’m not going to name names here, but the other day I heard a radio spot for a local Little Rock bank.  The radio ad is meant to encourage listeners to refinance their homes with the local bank.  Here’s … Continue reading

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Suddenly Europe Makes More Sense…

A great metaphor for the EuroCrisis.  I love Spain in this.  Who’s your favorite?

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9 Year Mortgage – Some Thoughts

So, the other weekend I was bopping along to the radio while cleaning my house.  A commercial came on for something called “9 Year Mortgage.”  My planner antenna went up as I thought, “Sounds a little scammy, but I’ll check … Continue reading

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Ask An Advisor: Charity Scams

Dear Abigail, I have a dear friend who recently realized he was duped by an organization claiming to benefit disabled veterans and their nonprofit caregiver organizations.  There was a national news story a few weeks ago that revealed the truth … Continue reading

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