Wisdom on Wealth Columns

Three Secrets for Finding the Career You Want

Remember Tee-ball? It was mostly about having fun. You could hit the ball three whole feet, run the wrong direction, and still get plenty of high fives—and a shiny trophy at the end of the season. Compare that to professional baseball. In the big leagues, nobody cares that your dad is one of the coaches, …

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How to Ensure Your Family Business Survives

Most businesses in the U.S.—in the world, for that matter—are family businesses.  Small, family-owned businesses are the engine of growth and job creation in this country. Therefore, it’s in everyone’s best interest to see them thrive. Unfortunately, about 70% not only don’t thrive—they don’t survive past the first generation! Fully 95% fail to make it …

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The Truth About Disability Insurance

On a regular basis, people come to me and say some version of: “Do I really need disability insurance? I mean, I have a desk job, and as long as I have my mind, I can always do my work, right? Besides, wouldn’t my employer’s workers’ compensation insurance take care of my basic needs if …

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The Pros and Cons of Income Annuities

It sounds too good to be true: You give an insurance company a sum of money, and they promise to give you a check for as long as you live.  This is what’s called a “single premium immediate annuity” (SPIA). It’s essentially a form of insurance.  To the recipient, it works like an employer pension …

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Long-Term Care Insurance: Waste or Wise Move?

Tim Berry wishes he had discussed long-term care insurance with his parents. When Tim’s dad had open heart surgery, the family was told there was only a 3% chance of anything going wrong. But in the days following the procedure, Mr. Berry suffered a stroke. “His mind was wiped out,” Tim told the Asset Protection …

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What an Investment Manager Is (and Isn’t)

How do you know if your investment manager is doing a good job? (Especially when the markets are so volatile.) Before we answer that question, let’s remember what an investment manager is and isn’t. A good investment manager is not… 1. An Economic Alchemist.  In ancient times, alchemists were individuals who claimed the ability to …

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