Social Security payments will rise 1.7% in 2015, CNNMoney reports: http://tinyurl.com/n7sppjr   Of course, this tiny increase will hardly cover the increasing costs for medical!! This recent article reminds us that we ought to view Social Security as only one form of a retirement income stream in your overall planning....

Check this out. It’s true and you can save yourself a lot of pain in your legs, back, neck, shoulders…you get the idea.  Good reminder, folks! http://tinyurl.com/o2krgop Aloha!...

As the global economy continues to enfold, we have more insight to our possible future by observing the latest development in Cypress. Passed in the cover of darkness (aka on a weekend, holiday schedule), Cypress banks’ customers awoke to find that their cash was invaded, and restrictions applied to...

“Don’t use words too big for the subject. Don’t say “infinitely” when you mean “very”; otherwise you’ll have no word left when you want to talk about something really infinite.”—C.S. Lewis Making some observations of the market, and wondering if it’s “very” high, moving “infinitely” higher, and trying to...

How many times have you heard that the best way to invest your money is to diversify? So what exactly does that mean to you? Having many years of experience as a Registered Rep with various broker dealers, I know that my peers are trained to “sell” asset allocation...

Well, most of the folks I know don’t have time to keep up with the fast lane of high finances, but I had to stand up and take notice when I received an email informing me that Capital One would now be taking over my Kohl’s Credit Card! It...

If you’re like me, it occurs to you every once in a while that you might like to know what your Social Security Retirement Benefit might be, in case the govt. (I researched to verify that SSA is an Independent Agency under the Executive Branch) doesn’t really blow it...

As we’re inundated with the latest political folly, our nation continues towards the impending outcome of ongoing spending & debt amassing. Think Greece can’t happen here? What will your situation be like if it does? Plan for the worst, hope for the best, but don’t bury your head in the...

Today’s news from our Fed to keep low interest rates until 2014 just spurred my need to blog after a “too-long-absence” ~ a belated Happy New Year to you & your family! Hau’oli Makahiki Hou 2012! Following up with that news, they proceed to tell us that our long...

“Occupy Wall Street” occupies far too much of the news media these days. I thought a tax planning reminder would be a good way to get my attention off those un-enlightened individuals who are wasting more of our tax dollars forcing cities to have to clean up after their often...