Each time I meet with a new prospective client we do a number of exercises: reviewing wills and trusts (if they have them) to make sure they still conform with their posthumous and current wishes, looking at old insurance policies, an investment review and a host of others determined by the individual or couple I…
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About: Neal
Recent Posts by Neal
Our Children And College… The Pride And The Shame
Oh, those college years conjure up thoughts of parties, spring break, new relationships, learning to live on our own and oh yes: getting a good education! The experience to all of us varied, but the one thing in common was the experience of being away from Mom and Dad and being off on your own.…
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Hurricane Sandy… Lessons Learned?
I am asked very often where I get the material for my columns, being that I have been writing for 15 years or so and for Rivertown since 2005. My answer always is life: conversations with people just like you who I am blessed to have crossed paths with that have an issue that bears…
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Low Interest Rates – The Good, The Bad And The Seniors
The year 2008 was a turning point in the lives of many, mostly for one reason: drastically reduced retirement and investment accounts as a result of an approximate 40% reduction in the stock market. Since that year, we have seen a worldwide economic slowdown effecting people of all walks of life, at every corner of…
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Recent Comments by Neal
- February 16, 2010 on Long Term Care Insurance Components
