Category Archives: Planning Tips and Goals

Use Your $1.5 Million Wisely

Whaling played an enormous role in American life for almost 200 years. Over two thirds of the world’s 900 whaling ships sailed from American ports and making many East Coast ports rich including New Bedford, Massachusetts and Nantucket. Whale oil … Continue reading

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Avoid Complacency – Time Catches Up

Avoid Complacency – Time Catches Up Stewart Stafford said, “The quickest way to run out of time is to think you have enough of it.” Time catches up. Sometimes it’s a doozy. How can we keep our futures bright? There … Continue reading

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Your Guiding Angel

Frank Capra’s film “It’s A Wonderful Life” was released in the winter of 1946. It would take almost three decades before it became a classic. The finer things in life tend to take time. Senior Angel: “A man down on … Continue reading

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A Christmas Eve Truce

A cross stands in a field in Saint Yves, Belgium, commemorating a site of something special. The plaque reads “1914 – The Khaki Chum’s Christmas Truce – 1999 – 85 years – Lest we forget.” Withering machine gun and artillery … Continue reading

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Worst President Ever

Who will be the better President, or who will be worse? Historians also argue who was the worst? Perhaps Warren G. Harding for the scandals that plagued his short term or Woodrow Wilson who lead us into WWI. However, James … Continue reading

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5 Financial New Year’s Resolutions

Do you keep your New Year’s resolutions, or take them as folly? The 6th Allianz Life New Year’s Resolution Survey was released last month. It is a national survey with about one thousand respondents. The respondents said their top areas … Continue reading

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Ordinary People Do Extraordinary Things

The Americans’ goals were huge and the challenges overwhelming. The British expected a swift end to the war. How could a group of squabbling colonies and her untrained army overcome the powerful British Empire? America’s Commander in Chief had his … Continue reading

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The Monty Hall Paradox & More Nuggets from Denver

You remember Monty Hall and “Let’s Make a Deal” a popular game show in the 60’s and 70’s? He’d present contestants with a common scenario. There are three closed doors – you win the prize behind the door you choose. … Continue reading

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Easy Money or Bad Idea?

A number one concern of retirees is running out of money in retirement. Say you’re strapped for cash flow, or worried about depleting your retirement savings. What do you do? Home equity might be your most significant asset and a … Continue reading

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Going for the Gold

They’re soaring, flying, gliding and scoring. Men and women from across the globe are competing in Sochi for the gold. My athletic glory days may be past, yet I’ll root the youngsters on. However, I’ve got gold to pass on … Continue reading

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