I receive a fair amount of feedback from my readers in the form of mail, emails and phone calls. I love to hear from all of you, as it give me a gauge as to how my writing affects you, helps you, and sometimes just makes you laugh! Last month I received a two page…
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The Transition To Retirement: The Ups And The Downs
Being in the investment advisory business for more than 30 years, I've come to witness the journey to retirement with more than just a few folks. When I first started working with them they were just starting out, perhaps in a new career or with little kids, starting a college fund or that first 401(k)…
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Life Is About Preparing For The Unexpected
While returning to NY recently on a flight, I was settled comfortably (an oxymoron?) in my aisle seat before takeoff, and at the last minute, a person filled the middle seat next to me. He was a kid (hey... at our age, they're all kids!) dressed typically for the day: hat turned sideways, lots of…
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Does Your Retirement Plan Include Risk Management?
Since the day we start working, most dream of retirement. Now, for those of us who are in the retirement age bracket (and are willing to admit it), we know that in our youth thinking about the big step to retirement did not include aches and pains, children moving back home, grandparents becoming parents, personal…
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