As I talked about in my lead article, at some time in your life moving into retirement entails moving from the "accumulation stage" of life into the "income stage" of your life. It won't be about how much you have, but how it will support you from the day of your retirement party (still wearing…
Read more
A Traveler’s Guide to Insurance Protection
While Mr. Clitheroe may point to the obvious, the fact is that in America today, paying for purchases usually happens after, not during the purchase. Debt is unfortunately rampant in today's world, sometimes because of necessity, and many times, by confusing the terms "want" and "need." When meeting with all our clients, one of the…
Read more
Your Professionals… Do They Have What You Need?
I recently was watching TV and saw a commercial for a very large and well known tax preparation firm. At the end of the commercial, the theme song for the tax service was the song from Donald Trumps "The Apprentice." Now I ask you... do you really want to hire a tax preparer whose theme…
Read more
2014 Year End Wrap Up And 2015 Projections
As the year 2014 draws to a close, it strikes me how many events can be used as a life lesson, or how it affected our markets and our future. While there are very many events I won’t touch on, these are a few that struck me as very eventful and had a lesson, financial…
Read more