Author Archives

I’m Being Water

It’s been a roller coaster stock market this past few months. Just when you think it’s going to zig, it zags, and vice-versa. It takes a lot of intestinal fortitude to be a long-term investor and not to react to these short-term market movements, often times instigated by those seeking to capitalize on our fears [...]

60 Minutes: A Crack In The Swiss Vault

Swiss bank accounts offered people, including U.S. tax cheats, a safe place to hide money. But, for the first time in history, the largest bank in Switzerland has released formerly sacrosanct data on its U.S. customers because of tips provided by whistleblower Bradley Birkenfeld, who tells 60 Minutes’ Steve Kroft some of the secrets Swiss [...]

Markets React To FOMC

The markets reacted to the recent FOMC statement by Ben Bernanke by dropping 2.5-3% across the board, both nationally and internationally. Source: Cartoons by Harley Schwadron

The 530 Therapy Savings Plan

The cost of a child’s education is becoming astronomical, and many wise parents have already started saving into a 529-plan in order to cover the costs of a college education. But the efforts required to save enough money can sometimes cause unintended consequences. So, how many of you have also contributed to a 530 therapy [...]

Arizona Unclaimed Property

Have you forgotten about a checking or savings account, an old uncashed check, stock, safe deposit box, utility refund, etc.? Well, here’s good news. Arizona is considered a “custodial state” and holds such property on behalf of the owners of lost or abandoned property. Unclaimed property is reported to Arizona when the owner’s last known [...]

ASU NP Care Program

If you do not have health insurance and are in need of low-cost healthcare, you can join the Nurse Practitioner (NP) Care program. Everyone is eligible. ASU College of Nursing and Health Innovation offers the NP Care program on the Downtown Phoenix campus and other locations for a nominal fee. As a member of the [...]

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