Financial planning is about setting and achieving goals and objectives. Buying a house or car, sending kids to college, saving for that dream vacation... getting your eyes set on a goal and with fortitude and a disciplined savings program, finding yourself on that Caribbean beach or high atop the Alps of Switzerland. The end result…
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Preparing For A Hospital Stay
Nobody likes to spend time in a hospital, especially as a patient. Last month, I had the necessity to go in for surgery at our local hospital. While I did have the luxury of calling it "elective surgery" vs. emergency surgery, the ramifications are still the same: mostly fear. Will everything go OK, will there…
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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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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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