All right... perhaps I took a bit of license on Bill Shakespeare. But he has so many words allocated to him, and he uses them so well, I just thought he wouldn't mind if I just borrowed a few, albeit loosely. At one time or another, most of us are asked to co-sign a loan:…
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You Are Only As Strong As Your Back-up Plan
A LITTLE BACKGROUND - I worked on a trading floor for more than 10 years in the 80’s. I lived alone for most of my adult life with a lifestyle that made my Mother proud. I trained a headstrong half ton animal my horse Senor (not my husband), and brought up 3 rambunctious 100+ pound…
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Bridging The Gap From “Accumulation” to “Income”
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…
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You Did Your Estate Planning- Or So You Thought…
The recent loss of the beloved and talented Robin Williams sent shock waves throughout the world. To us on the outside, we see a man who had everything: a tenured marriage with beautiful children, a legendary career, a name known in every household, wealth, and a man everyone would love to have as a friend.…
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