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Santa’s Money Scripts

Watch this video on YouTube During this season of shopping, gift-giving, and family celebrations, it’s all too easy to lose control of our money decisions. Our money scripts, or unconscious beliefs about money, can push us into overspending, make us fearful and...

UBS To Agents – Garlic Breath Is Out

Stockbrokers at UBS now have it in black-and-white, no garlic soup for lunch.  UBS rolled out a new dress code that contains some good advice, and some advice that would seem to be intuitively obvious to the most casual observer. In are grey, blue and black suits on...

Wait Before Doing Any Estate Planning

In an interview with Linda Koco, writer for insurancenewsnet.com, I advised that people who are contemplating some estate planning should wait a few weeks.  She quotes me as saying, “Our firm has not done any estate planning in the last two months,” comments...

Managing Your Mortgage for Financial Independence

Watch this video on YouTube One of the keys to financial independence is affordable housing. In many cases, you can gain valuable financial breathing room by paying off or refinancing your mortgage. Here are some points to consider before deciding to do either one....

More Details Of Obama’s Tax Proposal

Here are some of the specifics of the tax agreement that President Obama struck with leaders of the Senate and House .  I gleaned much of this information from the Wall Street Journal.  When I could find the information, I’ve also cited the approximate...