Blog

June 6, 2019

Lately, I tend to have two types of people coming in. Those who want to storm out of their job and never darken the door of that business again, and those who want to work for ever. As with all financial planning decisions, you should carefully under...

June 6, 2019

You know you have reached a “certain” age when you start getting mail from AARP and dinner invitations for a FREE STEAK DINNER. Generally, these invitations are from investment and insurance advisors but occasionally they come from funeral homes sell...

June 6, 2019

It seems that on every corner there is a new senior living building being erected. As baby boomers need more assistance while the age is driving this boom. And just like baby boomer changed America’s landscape in the 1960’s and 1970’s, their needs an...

June 6, 2019

We lost an amazing artist last month with the passing of Aretha Franklin. But it was shocking to me that she died without an estate plan or even a basic will. And she had been ill for some time. Many people are reluctant to make estate plans because...

June 6, 2019

There has been a lot of talk in the financial world about the Department of Labor's (DOL) Fiduciary rule. The term fiduciary refers to someone acting in the best interest of someone else. You would expect your lawyer to be working for you and acting...

June 6, 2019

I recently returned from a conference where one of the sessions was on cyber fraud. By the end of the session I was curled up in a fetal position sucking my thumb. Is there anything these thieves won’t try? Apparently not. And now that they easy meth...

June 6, 2019

I miss Prince. I remember when his song “I’m gonna party like it’s 1999” came out in 1983. I was just starting college and we played it at every party. The year 1999 seemed so far away, I couldn’t even imagine something so far in the future. Fast for...

June 6, 2019

As we enter the eighth year of economic expansion it is hard to know exactly what to expect from the stock market and how it will impact someone personally. However, I like to worry about what one can control instead of what one cannot control. We pe...

June 6, 2019

Parents of over 56 million individuals with disabilities depend on a combination of government benefits and using their own assets to care and support their adult children. It can be difficult to care for adult children with disabilities because that...

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