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Month: September 2013

The Cost of SEC Compliance

Watch this video on YouTube “I’m the auditor, and I’m here to help you.” Now, there’s a phrase to send cold chills down anyone’s spine. It doesn’t matter whether you’re a taxpayer, a company with government contracts, or...

Learn About Healthcare Exchanges Early

Watch this video on YouTube The opening date is October 1. By then, the competition will be lined up and ready to go after bronze, silver, gold, and even platinum. These competitors aren’t athletes, but insurance providers. The field they are entering is the new...

Investing in Wine No Promise of Rosy Returns

An investment class that lets you enjoy your mistakes? Yes, there is one, though Rick doesn’t recommend it as a part of a standard portfolio. Wine as an investment is the topic of a September 19 Investment News article by Megan Durisin titled “Thirsty?...

A Wiser Way to Invest Social Security Benefits

Watch this video on YouTube Once you hit age 62, what’s an investment class that can give you a high guaranteed return with almost no risk? Bonds? Equities? Commodities? Nope. Social Security. There’s just one catch. You can’t actually get your hands...

Rick Cited in ThinkAdvisor Article

If you hear certain statements from a financial advisor, grab your checkbook and run. That’s the point of an article by Joyce Hanson, titled “4 Things Advisors Should Never Say to Clients,” that recently appeared in ThinkAdvisor. She interviewed Rick...