Mother Nature's Way

Here is a re-post of a blog I published back in October 2013 that perfectly describes what's going on right now.

So I went to a conference last week in Dallas where financial advisors from around the region gathered to discuss strategies for "High Performing Firms".  I was NOT enthusiastic about being there until Ren Cheng, PhD gave a kooky professor presentation on Systemic Risk.

Prepping for Corona Virus Impact

This piece is an attempt to offer a few practical ideas for how to respond to the coronavirus.  No fancy words, just a list of a few actions one might take:

Band-Aid Fixes to Social Security

I remember a time when I was a young man fresh into my career as a financial planner. The year was 1981, and just like today, the news was on fire with talk of Social Security funds eventually being depleted. But being that I wasn’t anywhere close to retirement age at the time, I didn’t pay any attention. 

I SHOULD have. 

If you’re one of some the 69 million Americans who receive Social Security or SSI benefits, you'll notice some changes in 2020. 

Retirement Q&A: Concerning '20-Somethings'

Continuing our interview with Kelsey, a 20-year-old senior working toward a bachelor’s degree in finance at UCO. This time the focus was on retirement. Even at 20, saving for retirement is on her radar, but she has some questions as to how to go about it.  

Top 8 Changes to the SECURE Act

Hot off the presses for the Bradford Tax Institute! Congress passed some tax legislation just before the holidays and as you can imagine, it's changed some things. Specifically, concerning you - the small business owner - and your retirement savings.