Monthly Archives: June 2011

Some Thoughts on Order and Randomness

Posted on June 29, 2011 by

I’m reading this really interesting book, “A Perfect Mess: The Hidden Benefits of Disorder” by Eric Abrahamson & David H. Freedman. It’s quite liberating. The authors discuss several dozen instances when the lack of order (within a home, an organization, … Continue reading →

Posted in Personal Finance with a twist | 2 Comments

How to Get out of a Variable Annuity Virtually Unscathed

Posted on June 21, 2011 by

Apparently I’ve ruffled some feathers in my industry because of my disdain for variable annuities. It’s not going to deter me, though. Too many times I’ve created financial plans for clients only to have their plans thwarted because they’re handcuffed … Continue reading →

Posted in Charitable giving, Insurance, Investing, Personal Finance with a twist, Retirement, Taxes | 14 Comments

Being Resourceful

Posted on June 20, 2011 by

I learned that a neighbor, always known for her resourcefulness, practices the “One man’s trash is another man’s treasure.” philosophy by scouring furniture put out to the curb, taking it home and refinishing it; selling it at a nice profit. … Continue reading →

Posted in Personal Finance with a twist | 2 Comments

Opportunities

Posted on June 13, 2011 by

I heard so many messages about opportunities yesterday, I figured that it was a sign to blog about them. The funny thing about opportunities is that you have to not only be open to them, you must be willing to … Continue reading →

Posted in Personal Finance with a twist | Leave a comment

Why I hired my own financial planner

Posted on June 6, 2011 by

There is a fellow financial planner of mine who encourages the rest of us in the industry to hire financial planners for ourselves. Of course, very few take his advice. After all, it could be perceived as a mark against … Continue reading →

Posted in Personal Finance with a twist | 1 Comment