Financial Planning Lesson from the Winchestor Mystery House

Published October 20, 2014 @paladinregistry.com Oliver Winchester manufactured the Winchester repeater also known as the “Gun that won the West” in 1834. When he died in 1880, he left the company and his fortune to his son William who died of Tuberculosis shortly thereafter and left an income of $1,000/day, roughly $22,000/day in today’s dollars, to […]

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Retirement Income and the Maginot Line

As you transition from saving for retirement to taking retirement income most people recognize they need to modify their balance sheet (see Winchester Mystery House) and their investment strategy. Today’s retiree faces a more challenging task of meeting longer time horizons, increasing health care costs, and less predictable retirement income. With a blitzkrieg of new challenges, addressing risk through a tolerance questionnaire and by simply adjusting your equity weighting accordingly could become your Maginot Line.

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The Power of Process

the power of process

By GARDNER SHERRILL |Investor’s ColumnDecember 31, 2013 The Power of Process in Sports & Financial Decisions ​Nick Saban, love him or hate him, has been the most successful coach in all of sports over the past 7 years with the Alabama Crimson Tide holding 3 national titles and a 74 -14 record. When asked about […]

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7 Financial Risks

Iceberg

There are 7 basic financial risks that many people face in their lives. 1) Dying too early can create economic problems for your survivors and beneficiaries as they may depend on your sources of income to make ends meet. 2) Incapacity & Disability are an often overlooked area which can devastate wealth whether by loss of income and / […]

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