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Weekly Update – Black Friday
On the silver anniversary of Black Friday, the markets dropped 2% and wiped out a week’s worth of gains. While the loss certainly doesn’t compare to the devastating 22% plummet of 1987, it was still...
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Weekly Investing Update – An Interview with Folio
The following is a transcript of a conversation I recently had with my very sensitive and from time to time emotionally unstable investment portfolio named Folio. “Hey, how’s is everything going...
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Weekly Update – Interview with Geoffrey Chalmers
On a weekly basis, I attempt to integrate a rather unique mix of entertainment with my professional industry experience to reveal how investment pros manage assets. This week, however, I would like...
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Weekly Update – Interview with George Bernard, Part 1
For the next two weeks, we will be joined by George Bernard, President of Bennington Asset Management, Registered Investment Advisory specializing in income optimization strategies and expense...
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Weekly Update – Interview with George Bernard, Part 2
RM: Mr. Bernard, other than the U.S., where in the world are currently investing assets? GB: There has been tremendous turmoil and volatility in economies around the world over the past six years....
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Weekly Update – Adventures in Holiday Shopping
This is a tough time of year for the married male holiday shopper. Newlyweds have it easy, but holiday shopping becomes increasingly more difficult as the anniversaries pile up. After a decade or two...
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Market Commentary – Long-term Care
I recently served as a panelist, along with Dr. Katy Votava, President of Goodcare.com, and Thomas West, ChFC, of Signature Estate & Investment Advisors, for a webcast sponsored by Investment News...
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Obama and Federal Government Combat Coming Doctor Shortage
By 2025 the United States is going to have a doctor shortage, specifically primary care physicians, a development that could have serious consequences for the growing number of retiring baby boomers...
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Baby Boomer Confusions About Medicare Soars as Enrollment Date Looms
As the days on the calendar grow closer to the start of the Medicare enrollment period on October 15, the newest wave of Baby Boomers turning 65 say that they are unprepared. A recent study conducted...
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Growing Fiscal Cliff Worries Zero in on Medicare
In Washington D.C. growing worries about the fiscal cliff has led to debates on raising Medicare’s eligibility age to reduce the government’s huge deficits. For years numerous ideas about controlling...
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Weekly Update
There are some things I’ll never understand. Here’s one: Why would my lovely wife, Marea, purchase two new pairs of sneakers and throw my old ones out without asking me first? “You need to replace...
View ArticleWeekly Update 3/25/13 Albuquerque
I had a speaking engagement in Albuquerque, New Mexico last week, where I delivered a presentation based on research conducted by my colleagues, Beth Allen and Chris Leone, on the topics of working in...
View ArticleHealthWealthLink Software To Help Boomers Plan for Healthcare Expenses in...
Danvers, MA (January 31, 2013) Ten million Baby Boomers are now over age 65 and the majority (60%) feel they are not prepared to pay for healthcare costs after they retire. Even more telling, most...
View ArticleHeadline: Reuters Article Featuring HealthView Services CEO Ron Mastrogiovanni
(Reuters) – We’ve all heard the scary numbers. Experts say Americans need to set aside hundreds of thousands of dollars to pay for health care in retirement — $200,000, $300,000 or more. Billions and...
View ArticleWeekly Update 4/1/13 The Pesky Bat
A golfing friend of mine named Kelsey has been asking me to write about an altercation he and his wife had with a wild animal last summer. The problem is that if I publish it, PETA would end up...
View ArticleWeekly Update 4/8/13 Working and the Bitter End (Powell)
For this week’s Update, I would like to submit some advice on two unrelated topics from an integral member of the HealthView team, Bob Powell. Bob has more than 20 years of financial services and media...
View ArticleWeekly Update 4/8/13 Working and the Bitter End (Powell)
For this week’s Update, I would like to submit some advice on two unrelated topics from an integral member of the HealthView team, Bob Powell. Bob has more than 20 years of financial services and media...
View ArticleWeekly Update 4/15/13 Guide to Social Security
As you may remember, a few weeks ago in ALBUQUERQUE, I gave a presentation on the complex topic of Social Security optimization. My talk was based on the attached guide written by Beth Allen and Chris...
View ArticleWeekly Update 4/22/13 Ask Bob about Social Security
You can “Ask Bob” questions concerning healthcare in retirement, Social Security or working in retirement by emailing me at rm@hvsfinancial.com. The next Update will be posted on 5/6/13. Have a...
View ArticleWeekly Update 5/6/13 Theme Parks
What an exciting week! Prior to attending a relaxing business meeting on Amelia Island, I had the opportunity to spend couple of sun-filled days with my wife, kids, and a throng of tourists laden with...
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