THEY SAY IF IT'S too good to be true, it probably is. At one time or another, we all dream of making the big hit: winning the lottery, buying a penny stock and watching it run to $100, being left a large inheritance (unfortunately, at the loss of a loved one). The fact is though,…
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Turning “Dead Money” into “Income Money”
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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Goal Oriented Savings
I am a great believer that we were not put on this earth to survive: we are here to live. With that, it's only human to want things: necessities like clothes, housing and food. Then, we look at the difference between the "needs" and the "wants..." and there's nothing wrong with wanting stuff: jewelry, a…
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All About Wealth – And Happiness
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…
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