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Blog Posts

  • How Inflation Attacks Your Retirement Spending

    August 1, 2011
    By Jon T. Meyer, CFP® One assumption we employ in our planning work and which clients regularly question is the 3.5% inflation rate we use. This number does not track any short-term measurement and it differs from the multitude of ways one could measure inflation. We simply use this as ...
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  • Rumors of Social Security’s Demise Have Been Greatly Exaggerated

    August 1, 2011
    By James Clemensen, CFP® During Social Security’s 75th year, there has been news that for the first time in nearly 30 years the Social Security Trust Fund will pay out more benefits than it received in payroll tax revenues. So it’s no surprise that a recent AARP survey found that ...
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  • The King of Pop and the King of Rock and Roll Had a Lot in Common

    July 1, 2011
    By Jon T. Meyer, CFP® June marked the second anniversary of Michael Jackson’s death. August will mark the 34th anniversary of Elvis Presley’s death. Both men changed a generation’s music. Yet both men made the same mistake―they both made their estates go through probate. Just Google either name with the word ...
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  • Guns, Rugs, Art and Gold―A Taxing Affair

    July 1, 2011
    By Jon T. Meyer, CFP® Have you noticed how the commercials on late-night television have changed? Two years ago, commercials wanted to buy your gold. Today, it is about how they want to sell you gold. It makes sense. They bought your gold at a lower price and now they want ...
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  • ROI: The College Major and the Value of a College Degree

    July 1, 2011
    By Daniel Smith The comprehensive cost of a bachelor’s degree at a public university can easily surpass $100,000. You can add another $50,000 to $100,000 to this total for a private college. Rising tuition and exploding student debt combined with a weak job market has created a debate over the true ...
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  • Physician, Heal Thyself

    May 26, 2011
    By Jon T. Meyer, CFP® My father owned his own business. He was an electrician. When we built a home when I was about 10 years old, he forgot to add plate covers to all of the light switches. There were several nights when my finger was searching for a switch ...
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  • Retirement: The Ultimate Holiday

    April 28, 2011
    By Jon T. Meyer, CFP® What is more precious to you―planning for a week’s vacation or planning to avoid a weak retirement? That was the question posed to several of the 15,000 people that visit the Statue of Liberty every day. AXA Equitable led the questioning as a reminder for National ...
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