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The lucky ones

I’ve written about what inspired this blog in the past, here’s a bit more fodder…

I meet with clients (mostly Baby-boomers) that are generally well off and will live comfortable lives. They need my help with managing their assets, protecting their net worth, education and survivorship planning, etc.

And I’m happy to give it to them, in fact I love doing it. But these people are the lucky ones…

Continue Reading “Prepare to be one of the lucky few”

This blog is really a work in progress. Earlier this year, I knew hardly anything about blogging or the blogosphere. Since then I’ve been reading, subscribing, doing more reading and trying to learn as much as I can about the art of blogging… and I really believe ‘good’ blogging is an art-form.

I’m so happy to have discovered this world and am blown away (daily) by the creativity and hard work many people put into their blogs.

It’s actually quite a humbling experience, as well as, a motivating one, all at the same time. It’s very exciting to be a part of this new avenue of streaming information and social media. (a couple years removed:)

Continue Reading “Blogging is beautiful!”

I’m going to begin by telling a little story and tie it all in…

My dad owned a financial services and insurance agency and I can remember him coming home late many nights from an appointment in his suit, with briefcase in tow, and saying to my brother and I, “go to the window.”

We’d run to the window in our living-room, close our eyes and open our hands. He’d surprise us with a pack of Rolo’s or a Chunky Bar…we’d barely be able to contain our excitement.

Continue Reading “Inspiration for Chance favors”

Originally, I knew very little about the blogging world. I mean, I knew what blogging was about but had little idea how extensive and influential the blogosphere is.

Around the middle of June, I was in Las Vegas with a few friends and got into a conversation with a friend of a friend.

He was an online marketing consultant, heavy into social media, and was telling me all about the world of online blogging and how powerful a medium it can be.

A real newbie

I was intrigued by it all. I had had this idea of “financial planning for my generation”on my mind for quite some time now, but didn’t know how and where to get the word out. The medium, it turns out, was right in front of me the whole time, but it took this conversation in Vegas to turn the lights on. Who says you can’t get lucky in Las Vegas? Continue Reading “Tweaking the look”

Originally, I wanted to name this blog “Roth matters”. Once again, a play on words, much like the name I eventually settled on.

But I realized many of you may not know the significance of the word “Roth” so it would have made little sense.

Well here’s a bit more background on the name… Roth is the last name of the late Delaware senator William V. Roth Jr. who is responsible for bringing us the Roth IRA (Individual Retirement Account) born on January 1, 1998.

Continue Reading “Whats in a name anyway?”

I struggled for a while with the name of this weblog. Eventually, I decided on the name “chance favors”… with “roth matters” coming in a close second.

“Chance favors” is a bit of a play on words, as you can take it to mean a few different things. For instance, you may have come upon this page, by chance, and you may take something from it that will be of use to you, consider it a favor of sorts:)

The name also conjures thoughts about how luck and timing play a big part in all of our lives…which is getting closer to the real reason I decided to go with “chance favors”. Continue Reading “Chance favors or Roth matters?”