Senior citizens need to discuss their financial situation with adult children

Archive for January, 2013

As we rapidly approach the holiday season and begin thinking about spending time with family members, this is also an important time to think about the future. For seniors this means having a conversation with their adult children concerning some very important matters. Although it is generally acknowledged that people live longer, people often forget […]

As individual investors, there isn’t much we can do about the decision to avert the infamous fiscal cliff, which is the combination of massive tax increases and spending cuts that would eventual hurt our economy if nothing is ultimately done in Washington. Most of us did our job voting in the November elections. We hope […]

One of the events I look forward to each year is the annual Morningstar Investment Conference which generally occurs in June. The Conference has received much publicity over the years and continues to attract some of the best minds in our industry. The event is picked up by a variety of national business shows such […]

How to pay for college in the fall?

Scott Whyte, AAMS®, Financial Advisor, Bloom Asset Management In about a month, my oldest son will be graduating from Troy Athens High School. One of those major milestones that proud parents like my wife and I look forward to and then when it happens we realize it has come along far too fast. He will […]

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