Money Concepts

THE TAX ATTIC with Jerry Coon

July 21, 2011 // 0 Comments

Convention held at Fenway Park Money Concepts, the financial planning company that I am associated with, recently held their International Financial Planning Convention in Boston. Neither Deb nor I had previously been to Boston, so we were looking forward to the convention and also taking in some of the historical sites in and around Boston. For a baseball fan like me, when I mention “historical sites” and “Boston” in the same sentence, I am predominantly thinking of Fenway Park and its famous left-field wall called the Green Monster. The convention always has a fun night out and this year’s fun night was scheduled to be an after-hours party at Fenway Park with the featured speaker being none other than Jim Rice, Boston’s Hall of Fame left fielder. I could hardly wait. I didn’t expect to be able to see a game, but going to the park and perhaps getting a chance to ask the great Jim Rice a question or two was plenty. Well, I got much more than that. One of the other attendees had an extra ticket for Sunday’s game and, if I was interested, that ticket would be made available to me. Since it would be an afternoon game, it would pretty well kill an entire day, so I had to clear that one through Deb. She only made me minimally beg before agreeing to let me go. My thanks go to Deb and also to Susan, the associate with the ticket for thinking of me. When I go into a major league ball park, I almost get chills. I may be in my 50s now, but seeing Boston’s green field that day immediately brought back memories of my first sight of Tiger Stadium when I was just a youngster and my first sight of Wrigley Field many years ago. Those old parks have character. As Jim Rice aptly put it when he spoke on Wednesday night, Wrigley Field and Fenway Park are the only two “ball parks” left in the world. The new parks are all “stadiums” and stadiums don’t have character. Fenway Park has the Green Monster and the Pesky Pole in right field, and Wrigley Field has the outfield ivy and its “friendly confines.” They are the last of […]

The Tax Attic with Jerry Coon – July 16, 2009

July 16, 2009 // 0 Comments

What makes a professional a professional Last week I attended a convention sponsored by Money Concepts, the financial planning company that I am associated with. The convention was held in Asheville, North Carolina, which is a sightseer’s paradise. Of course, I have to attend educational classes, but there was time set aside to enjoy the sights and sounds of the Asheville area. This included visiting the famous Biltmore Mansion and the Asheville Brewing Company, one of the micro-breweries in the area. Deb and I also took a side trip across the Blue Ridge Parkway to Cherokee, N.C. In case you haven’t been across the Blue Ridge Parkway, it’s one of the curviest roads I have ever seen. On one side of the road is the straight-up side of a mountain and on the other side of the road is a straight-down drop-off. There are innumerable scenic pull-off spots to gaze at the mountains and take some wonderful pictures.  While in Cherokee, we visited a reconstructed Cherokee Indian village. Cherokees were the original inhabitants of the North Carolina area but they were forcefully transplanted in the 1830s from North Carolina to Missouri and places west. Some of the descendants have since moved back to the Cherokee area and purchased the land, now known as the Cherokee Indian Reservation, back from the federal government-good for them. For what the federal government did to their ancestors, I hope they got it cheap. From Cherokee, we crossed over the Great Smoky Mountains, stopping at the spot where the Appalachian Trail crosses over the highway. I have heard of people hiking the Appalachian Trail, of course, but I wasn’t really sure of what the Appalachian Trail would look like. We have the White Pine Trail here in town so I presumed it would probably be something similar to that-wrong. It’s a lot narrower than the White Pine Trail, it’s a lot rockier than the White Pine Trail, it’s a lot muddier than the White Pine Trail, it’s a lot longer than the White Pine Trail, it’s a lot steeper than the White Pine Trail, and it’s not paved either. It looked like a lot of work to hike the Appalachian Trail. All in all, it was a good week. Denis […]