...because I've been knocked from my chair! When the ladies approached (nice word... politically correct... safe!) me to take over the newsletter this quarter, I gallantly abdicated my throne and put it in their hands. Working with both men and women all these years has given me a very healthy respect for both sexes and…
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From The President’s Desk
Somehow, somewhere, it seems that when it comes to retirement planning the one thing that seems to get in the way is Life. As we go merrily though our way, life seems to throw obstacles in our way: school, meeting your future beloved, moving out from your parent's house into your own first place, getting…
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From The President’s Desk
I'VE BEEN WRITING ARTICLES FOR OUR newsletter since 2001, with the express purpose of educating our client's about any and all issues related to financial and estate planning. My self-proclaimed style of writing is "where real life meets financial planning" and coined the phrase due to the thousands of people I've met in my professional…
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From The President’s Desk
Age is relative. By Wikipedia definition, in animal life maximum life span corresponds to the age at which the oldest known member of a species group has died. In humans, the maximum lifespan recorded was a French woman name Jeanne Calmend who lived to 122... so much for an excess of wine being bad for…
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