Investing Archives |

Land

He said, “Son, stocks may rise and fall, utilities and transportation systems may collapse. People are no damn good, but they will always need land and they’ll pay through the nose to get it! Remember,” my father said…         …land -Lex Luthor...

Franchises

Are you the type to invest in a franchise or a franchisor?  Or would you just like to use them on a as you please basis. I knew that when Chipotle first came out a number of people were looking into the requirements for a franchise.  These are not people who invest in...

Reverse mortgages

Reverse mortgages, you have seen the cheesy commercials where they get an old actor who hasn’t seen a payday on a decade or so, pitch the wonderful benefits to those who had not been lucky enough to plan for their retirement better. A reverse mortgage is a loan. A...

Financial Discussions

As a financial professional I am amazed by how many people refuse to have an adult conversation about their financial position or estate planning. My wife has told me repeatedly that she is uncomfortable with the topic and her family never talked about such things. ...

Transfer vehicles

You are retired or about to retire and you have all of these different accounts.  Some are qualified and some are unqualified, and your eyes roll to the back of your head when you think about untangling all of these accounts. One thing you may not have initially...

Loss of wealth

Do you have a significant net worth?  Are you planning on leaving a significant net worth? Do you have plans in place to maintain that net worth for future generations? If at the moment you don’t have a significant net worth and want to leave one behind, I suggest...

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