the PM show – If You Like O, You Will Love P

Right now, are you fed-up enough to wish you were divorced? Is it a day when everything seems wrong including your choice of a mate? What happened to “… and they lived happily ever after”? Before you start an internet search on divorce, I’d like to suggest a few questions to ask yourself, and then [...]

You own some things—bank accounts, cars, jewelry, computers, cameras, etc. What happens to the things and your financial assets when you die? This is a question you may not want to think about, but if you love your family and friends, you will probably prefer to leave a message not a mess. The message is, [...]

I don’t shop much. But like you when I need to buy something, I appreciate a knowledgeable salesperson. I find the whole process of how we make decisions fascinating, so I always welcome books like Buyology by Martin Lindstrom, and a new engaging audio book, Shoptimism by Lee Eisenberg. It explores historic trends as well [...]

When the sun is shining and you are having fun, it is sure hard to think of it all ending. But as responsible adults—ouch– that makes us sound old or too serious— we must take on estate planning. Estate planning—may seem like a strange term to you. But it is financial planning shorthand for talking [...]

Running your own business – what does it take? There are lots of books and quizzes that invite you to measure yourself against their set of standards. Ultimately, the test is the hoops that an actual business makes you jump through. The paths to success or to disaster are unique to each situation. But let’s [...]

Would all your troubles be over? Would you be the same person if you were ten times as wealthy as you are now? How many of you think that is true of you? Jack Whittaker who won what was in 2002 the largest undivided United States Lottery of $315 million has found himself in court [...]

Once client said, “They took my money;” another person, two years away from retirement, was angry that the system of investing had let her down. For those who thought they were within a few years of retirement the loss of 10% or 40% in their retirement assets was, and is critical. For those who are [...]