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August 23, 2010
Caught your attention? Billboards are opportunities

A trend in investment options is DPP or Direct Participation Programs. DPPs allow you to directly participate in the cash flow and tax benefits of the underlying investment. 

August 2, 2010
Caught your attention? Billboards are opportunities

A trend in investment options is Direct Participation Programs, which allow you to directly participate in the cash flow and tax benefits of the underlying investment.

July 6, 2010
Don't risk finances with hasty actions during market volatility

The biggest obstacle for many investors to overcome is the desire to do something hasty just because it feels better than doing nothing at all.

June 15, 2010
Both investing and yachting require contingencies

If you only have one A/C chiller and it fails during a charter, just think how uncomfortable that would be. If you had done contingency planning, a better outcome would have happened. Planning for retirement should be the same way.

May 24, 2010
Market 'time' may beat market 'timing' as investment strategy

Having a long-term strategy will put you in a better position to ride out recurring market volatility.

March 31, 2010
Finances outside the box

There are many investment options that are not as popular but can be great options for diversification.

March 8, 2010
Retirement tax tips

You cannot avoid death nor taxes. But at least with taxes, you can control when you pay them, how frequent you pay them and how much you pay.

There are three phases of retirement planning: the contribution phase, the accumulation phase and the distribution phase. Visualize that your annual contribution phase is your smallest pile of money and your distribution phase is your largest pile of money. 

All things being equal, which pile of money do you want to pay taxes on?

February 8, 2010
Roth IRAs can help tax burden

It seems that everyone I speak with these days has gone through or is going through major changes in their lives. Most of these people are now turning their concerns to the future. With the U.S. deficit rising out of control, the topic on everyone’s mind seems to be not only what to do about their investments but how to not get hit hard with future taxes. 

One technique that is available to help ease that future tax burden is the Roth IRA. 

January 11, 2010
New year the perfect time to review investments, diversify

If you have read many of my articles the past two years, you cannot help but hear my drumbeat about diversification. If you have not seriously diversified your finances, now is a good time to start doing something about it.

December 7, 2009
Attitude, fear will play big part as industry begins to recover

The 50th anniversary of the Fort Lauderdale International Boat Show is past. Comments from numerous attendees indicate that there seems to be mixed feelings regarding the success of the show.