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WW

Would You Buy A Used Car From This Man?

Submitted by WWA Planning & Investments on July 16th, 2020

Today’s title is generally attributed to Mort Sahl, America’s first widely televised stand-up comedian. He was well known for his commentaries on the times but before he became famous, he did, in fact, wash and sell cars for a living. The phrase came to mind recently when I saw actor Tom Selleck promoting reverse mortgages on TV.

Tags:
  • #personalfinance
  • Financial Planning
  • Reverse Mortgage
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Enough Cash For A Cadillac

Submitted by WWA Planning & Investments on June 10th, 2020

My great aunt Irma was quite well off, living in a small grove in Orange, California next door to entertainer José Feliciano. We visited her every few years and she took us to nice restaurants, always picking up the tab. As I got older, I was more a part of the adult conversations going on during those visits.

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  • #personalfinance
  • Financial Planning
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Cloudy

Submitted by WWA Planning & Investments on May 13th, 2020

As diligently as I try to polish my crystal ball, the future still looks a bit cloudy to me. Here in Indiana in mid-May, some businesses are re-opening. However, it seems unlikely that decisions being made locally and regionally will prove to be well coordinated nationally.

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Impossible To See The Future Is

Submitted by WWA Planning & Investments on May 13th, 2020

Does anyone remember a professional boxer named Cassius Clay? He later became famous as Muhamad Ali but back in February of 1964 he was scheduled to fight Sonny Liston, then heavyweight champion of the world. Because newspaper writers are paid to produce articles, the bout was well previewed with fifty-nine of sixty-two sports columnists picking Liston to win.

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Quoth Warren Buffett

Submitted by WWA Planning & Investments on March 19th, 2020

At least to a limited extent, Warren Buffet and I had the same teacher: Benjamin Graham. The other Warren studied under him in grad school at Columbia and I’ve read his most famous book multiple times.

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The Calculus of Market Movements

Submitted by WWA Planning & Investments on March 4th, 2020

Calculus, as you may remember, makes it possible to compute the area under a curve by imagining a series of narrow rectangles. The secret to the calculation is that if you make the rectangular slices infinitely narrow, each section of the curve can be thought of as a straight line forming the top of a rectangle.

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Why Do We Cut the End Off the Ham? (Part 2)

Submitted by WWA Planning & Investments on February 6th, 2020

Welcome back to my New Year’s thoughts about financial and life planning.

Last week I discussed insurance but didn’t have enough space to mention long term care.

Tags:
  • Estate Planning
  • Financial Planning
  • Long Term Care
  • Reverse Mortgage
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Why Do We Cut the End Off the Ham?

Submitted by WWA Planning & Investments on January 29th, 2020

You probably remember the old story. A child asks his mom why they always trim the end of a ham before putting it in the oven to bake. She replies that she’s not sure and suggests they call grandma from whom she got the recipe.

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  • #personalfinance
  • Insurance
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72 Is The New 70 ½

Submitted by WWA Planning & Investments on January 8th, 2020

Our intrepid employees in Washington DC have once again passed a last-minute tax act, part of which is retroactive for the entire year of 2019. Apparently, none of them actually prepare their own tax returns. This law, known as the SECURE Act, is 715 pages long. I haven’t read all of it yet but I doubt if many members of Congress have either.

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No R-E-S-P-E-C-T For Aretha

Submitted by WWA Planning & Investments on November 13th, 2019

Music fans of a certain age were saddened to learn of the recent passing of Aretha Franklin, long known as the Queen of Soul. Financial planners of all ages were saddened to learn of yet another person dying without a complete estate plan, including a will. Unfortunately, she’s just the latest in a long line of famous people who should have known better.

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