Monthly Archives: January 2012

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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The Great Chicken Soup Challenge

The Mensch thinks that he is a pretty good cook so he decided to enter the Great Chicken Soup Challenge sponsored by a local food store, Dearborn Market. The Great Chicken Soup Challenge was for a great cause, with the … 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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Probability Update

In one of my first blogs last year,  I wrote about probabilities and the lottery.  I can’t take the credit but Powerball Lottery has changed the game effective January 15, 2012.  The odds of winning will be better.  Unfortunately 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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Unclaimed Property

Every year the New Jersey Department of Treasury publishes lists of unclaimed property. Banks, insurance companies, credit unions, and other financial institutions are required to turn over unclaimed assets to the state. There are millions of dollars unclaimed in the … Continue reading

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