Archive for October, 2008
Thursday, October 30th, 2008
If you've already got an estate plan in place and you are going through a divorce, you've got some steps to take because no matter how you cut it, divorce has a major impact on your estate plan. I hate to tell you that because I know that the last ...
Posted in Asset Protection, Divorce, Finances, Legal, estate planning | No Comments »
Thursday, October 30th, 2008
I'm looking forward to spending the entire day tomorrow up at the kids' school for Halloween.
They have a cute Halloween parade and then we'll bring the kids over to Little Sisters of the Poor in San Pedro to bring some Halloween cheer to the men and women there who love to ...
Posted in Family Happiness | No Comments »
Friday, October 24th, 2008
I'm back from my whirlwind Cape Cod/NYC trip and fighting off the sniffles congestion thing from all that traveling.
The CNBC meeting was off the charts. If I could have scripted the words that came out of the mouths of the development executives I met with, I would not have had ...
Posted in Personal Reflections, Spreading the Message | No Comments »
Tuesday, October 21st, 2008
Yes, the market is down. You’ve probably lost a little money. Maybe a lot. You’ve heard me talking about opportunities. Perhaps you’ve wondered what I meant by opportunities.
Today, the first of two opportunities you cannot afford to miss in this market downturn.
This one is for business owners.
Planning Opportunity #1: Proactive ...
Posted in Asset Protection, Family Wealth, estate planning | 3 Comments »
Monday, October 20th, 2008
Before you make a claim for coverage under your disability insurance policy, you must read this book. It reveals the mistakes claimants and their doctors make and shows you how to fill out the forms correctly. It contains horror story after horror story of folks who made mistakes in their ...
Posted in Legal | No Comments »
Monday, October 20th, 2008
I'm writing this week from New York City where I've had the week of my life.
I met with CNBC earlier in the week, and I tell you, I could not have scripted the meeting any better than what happened.
I'm not ready to reveal details yet as there's nothing ...
Posted in Personal Reflections, Spreading the Message, Uncategorized | No Comments »
Monday, October 20th, 2008
"Can't Afford Your Mortgage? Help Is Here!"
By Debbie Tretheway & Michelle Alessi
The Hope for Homeowners program will continue FHA'S existing and successful efforts to provide aid to struggling families trapped in mortgages they currently cannot afford. Under the program, certain borrowers facing difficulty with their mortgage ...
Posted in Finances | 9 Comments »
Wednesday, October 8th, 2008
I was going to write to you today with 6 actions steps to take to prosper now. But, I logged into my Schwab account yesterday to find out that I had lost over 1/3 of the account value in my investment account, ½ the value in my Roth IRA and ...
Posted in Family Wealth | 3 Comments »
Tuesday, October 7th, 2008
Yes, the economy is in the toilet. Yes, it’s a scary time. And, yes there are loads of opportunities.
It’s true. If you stop watching the nightly news and start listening to the right people – people like Suze Orman, Ramit Sethi, Dave Ramsey, Bill Bartmann and JD Roth – what ...
Posted in Family Wealth | No Comments »
Sunday, October 5th, 2008
Lots of people are wondering, what do I do know that the economy appears to be melting down?
First and foremost, don't panic. You are not going to end up standing in line for the soup kitchen. Not if you're reading this right now.
What you are going to do is get ...
Posted in Family Wealth, estate planning | 4 Comments »