Thomas' blog articles
Thomas Smith, CAP®, CFP®, CLU®, CPA*
Wealth planning
How to choose a Senior Living Facility
April 15, 2022 - Thomas SmithAging parents. We want them to be happy and comfortable. Read how to sift through the various options to find the right facility.
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Travel and leisure 2021 and beyond ... shortstaffed and delayed
August 17, 2021 - Thomas SmithThe pent-up demand for travel and leisure has outstripped capacity leaving the travel industry understaffed and unprepared. Learn some "Pro tips” how to navigate the long lines and short staffing.
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Our National Parks - a great family vacation...and affordable
July 27, 2021 - Thomas SmithOur National Parks are a treasure, and also quite affordable. Learn how to inexpensively entertain your family while also creating a lifetime of memories.
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Travel sports for your aspiring athlete. Are they worth it?
July 12, 2021 - Thomas Smith“Youth Travel sports” have begun to replace traditional city league sports. Are they worth it?
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If you can't beat them . . . join them
October 15, 2020 - Thomas SmithWhich is better? I can tell you which is cheaper! But does the extra cost of active management give one a better return on your investment?
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The Gen Y investors are here
September 15, 2020 - Thomas SmithIs Korean Baseball responsible for the increased interest in online investing for the Gen Y?
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Investing 101 for young investors
May 14, 2020 - Thomas SmithMy sons have been asking questions about investing, and timing of deploying new cash. What follows is a summary of my thoughts as I have communicated to my young adult sons.
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Positive social distancing observations and 7 tips to avoid COVID-19 fraud
April 8, 2020 - Thomas SmithWorldwide, this pandemic will cause some level of loss of money or value. Here are a few positive observations and 11 tips to help avoid fraud related to COVID-19.
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Lessons for Phone Security
March 10, 2020 - Thomas SmithAs society is increasingly dependent on mobile devices, there are some considerations to protect yourself and those you love from being swindled.
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Teaching your child monetary maturity: Make sure they have some skin in the game
February 28, 2020 - Thomas SmithWhat having four sons has taught me about teaching fiscal responsibility to teenagers and young adults.
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Preparing your kid for college . . . lessons learned afterwards
May 28, 2021 - Thomas SmithSending four sons to college in seven years has given us some joy, and some scars….here is what we learned!
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