Didn’t see that one coming, did you? We’ve been so focused on a deadly pandemic and unceasing political drama that we missed the onset of…winter. You remember winter, don’t you? Normally in Louisiana, it’s that brief period between the Sugar Bowl and the Super Bowl. At least, that’s the way I remember it. Until this …

What an Arctic Blast Can Teach Us Read More »

On Valentine’s Day, what could possibly be more romantic than flowers, chocolate…and life insurance? On second thought, let’s reserve February 14 for sweet notes, roses, and intimate dinners. Do the life insurance part on February 13 (or save it till the 15th). But definitely do it. Here’s why… Life insurance is love assurance. It demonstrates …

Love Assurance Read More »

When you hear about someone making a fortune in the stock market practically overnight, don’t you sometimes think, “Why can’t that be me?” We saw it again in recent days.  In brief, a group of “wolf of Wall Street” types were betting against GameStop, the video game retailer. They were hoping to make millions when …

Making Millions on Wall Street? Read More »

In my first meeting with a new client, we typically do what I call a “data dump.” They bring all their financial information and dump it (sometimes literally) on my desk. Right now, I’m thinking of a particular young couple. They owned a business and had two young children at home. They were busy folks! …

Is Your Most Valuable Asset Protected? Read More »

The man told me he wanted to begin investing. He realized if he never invested his money, it could never grow. And if his money never grew, he’d never get to retire…at least not to the lifestyle to which he was accustomed. Ideally, the man said, he wanted the long-term growth available only in the …

Stop Waiting for Perfect Read More »

Teaching your teenagers to drive is not for the squeamish.  (And all the parents said, “Amen!”) Years ago, I had a friend whose 15 year-old got his learner’s permit. Like every teen, he wanted to drive his parents everywhere. However, each time the boy got behind the wheel he would obsess over what was in …

Backward or Forward – How Will You Live 2021? Read More »