Category Archives: Professional Wednesday

Who’s Your Beneficiary?

Over the years, the Mensch has had dealings with several different financial institutions: banks, brokerages, and insurance companies.  Only one has ever reminded him to check on the beneficiary designations of financial products.  That one is Vanguard. It’s important that … Continue reading

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70 is the New 65

The Center for Retirement Research at Boston College has published a new paper proposing that Social Security’s real retirement age is 70. It is about time someone raised their hand and pointed out the obvious. Not only are people living … Continue reading

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It is not what you say, it is how you say it, if you say it at all

The Australia School of Business, as part of the University of New South Wales, publishes a newsletter as part of the Knowledge @ Wharton network.  Here is a link to a current article that will fulfill your Professional Wednesday responsibilities: … Continue reading

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Piggy Banks May be Back in Style

Saving more or saving less?  Retired folks usually describe themselves as being on a fixed-income.  Usually, it is the three-legged retirement stool: Social Security, personal savings and a pension.  Sometimes that third leg is not a fixed pension benefit, but … Continue reading

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“Nothing is too small to know, and nothing is too big to attempt”

The front page of The Old Farmer’s Almanac for 2012 declares that it contains a large number of Astronomical Calculations and…”a variety of new, useful and entertaining matter”.  The title of this post is also on the Almanac’s first page … Continue reading

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SEMINAR on Professional Wednesday

For Professional Wednesday on January 25th, I attended SEMINAR.  Notice I didn’t attend a seminar, I attended SEMINAR, a quick-witted play in one-act at the Golden Theater in New York City. Four graduate students fork over five thousand dollars each … Continue reading

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HECM: The Fourth Leg of the Retirement Stool

Professional Wednesday found me at the Monmouth-Ocean FSP Chapter’s educational session on reverse mortgages.  Reverse mortgages have been around since the 80’s and were looked on as the poor elderly homeowner’s last-ditch attempt to make ends meet by tapping the … Continue reading

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Estate Planning & College Planning

My Professional Wednesday was off to a good start in 2012 with a double-barreled program from the Monmouth-Ocean NAIFA chapter.  The topics were as diverse as the speakers: a local attorney provided an update on estate taxes and an actuary … Continue reading

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178 Income Tax Deductions

Did you know that there are 178 income tax deductions available to U.S. businesses? And business size doesn’t matter. These are equal opportunity deductions, Schedule C or a corporate return.  My Professional Wednesday activity was a brief foray into the … Continue reading

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Tinker, Tailor, Expressive, Driver

Professional Wednesday came early when I attended an all day workshop Tuesday on Dynamic Communication. My friend Andrea Nierenberg asked me to assist her in this training session for a major insurance company with offices in Philadelphia.  Andrea uses the … Continue reading

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