Each year since you started working, you diligently saved. The myriad of choices, depending on your type of work, gave you the choice of a Traditional IRA, 401(k), 403(b), Tax Sheltered annuity, Defined Benefit Plan, Defined Contribution Plan, Profit Sharing Plan, Money Purchase Plan... well, you get the idea. All of the above plans gave…
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Watch Out Chicken Little – The World Is Changing
It doesn't take a rocket scientist to know that things are changing: in all aspects of our day to day life. World-wide economics are in turmoil. Life just seems to have begun to be turned upside down. For those of you in my age bracket (let's just say 50 plus) we could never have imagined…
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Passing Wisdom On To The Next Generation
Some years ago, I was attending a friend's celebration of his 50th birthday. A very forward thinking therapist and innovator with regard to communication skills, he proclaimed during his thank you speech that he had come to a conclusion: he spent the first 50 years of his life learning- the next 50 was to pass…
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It’s Not Your Parents Portfolio Anymore
Death is a part of life. It is truly unfortunate that a factor of getting older is losing some of those you love, or are close to. I lost a dear friend last month, one who had a profound impact on my life, and life's outlook. From the first symptoms to his last breath was…
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