Category Archive for "Rivertown Magazine"

I’m Drawing A Blank On This One…

After 30+ years and meeting with literally thousands of people along the way, I've been asked just about anything there is to ask. While primarily financially related, I never know what the context of the conversation is going to be from meeting to meeting: everybody is different, and every situation is different. I do have…

Rivertown Magazine

June 10, 2018

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The Transfer of Wealth-Eventual and Inevitable

Sooner or later, the transfer of your wealth will be the subject of who or what will be the recipient of your hard earned money and items. There are no hard and fast rules: every person, family and entity is different. If you have a dollar you have an estate, and plans as to who…

Rivertown Magazine

May 5, 2018

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Tariffs, Taxes and Tribulations

Firstly, let me say that I am not taking any political side in any discussions concerning anything to do with the White House, Congress, or tiddly-winks, as I group them in the same category- things I don't often talk or venture an opinion about. Now, with that said: much has been in the news lately…

Rivertown Magazine

April 4, 2018

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Buy… Sell… Hold… Sell… Buy… Sell… I’M SO CONFUSED!!!

I'm remined of the role of John Travolta that made him a household name- Vinny Barbarino on "Welcome Back Kotter!" Vinny played a C minus student in a NYC high school who spent more time confused than enthused. His tag line, when in over his head was "I'm so confused!" Have you been of the…

Rivertown Magazine

March 5, 2018

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Articles & Knowledge

December 5, 2013
Does Your Retirement Plan Include Risk Management?

Since the day we start working, most dream of retirement. Now, for those of us who…
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November 9, 2016
Retirement- A Conundrum Wrapped Up In An Enigma

Recently, the world lost one if it's true comic geniuses, Gene Wilder. Most of us know…
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March 5, 2012
Let’s Come To An Understanding

I am a great believer in family, which includes extended family - those that we love…
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March 29, 2016
Oil- It’s NOT So Slick!

I’m a muscle car guy- always have been, and probably always will be. For you non-car…
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I’m Drawing A Blank On This One…

The Transfer of Wealth-Eventual and Inevitable

Tariffs, Taxes and Tribulations

Buy… Sell… Hold… Sell… Buy… Sell… I’M SO CONFUSED!!!

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Articles & Knowledge

Does Your Retirement Plan Include Risk Management?

Retirement- A Conundrum Wrapped Up In An Enigma

Let’s Come To An Understanding

Oil- It’s NOT So Slick!

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