OK- You've worked all these years, looking forward to the magic of retirement- although you really don't know what it looks like. You put your time in, counted down the years, months, days (hours) and are ready to pull the trigger. You consulted with your Certified Financial Planner™ (I can only hope, after reading me…Read more
Recent Posts by ndeutsch
Inevitable, Part of the total financial planning process I work on with clients must include estate planning and how assets can best be distributed upon death. It is not a subject easily embraced by many people, but nevertheless an important matter that has serious implications for the family involved Perhaps the following strategies will help…Read more
"When my child was 15 years old, I was the dumbest adult on earth. When she reached age 18, I was a fountain of wisdom. It's amazing how much I learned in those three years." (Author Unknown) Our dear friend's daughter, Hannah, was 16 years old this month. Residing in Tennessee (yes, here comes another…Read more
A person perceived as "wealthy" is usually a person who has money, toys, a big house and all the things others doesn't, or which they did. Wealth, as defined by Merriam-Webster's is "an abundance of valuable material possessions or resources." What is your perception of wealth, and how do you become "wealthy?" From the moment…Read more
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