Category Archive for "Rivertown Magazine"

… And Now It’s Time to say… Soooo Long

The wondrous Carol Burnett would sign off her weekly variety show with the above words, tug at her ear to say good night to her grandmother and smile us off to another show the following week. She was a legend, and deservedly so... and, she knew when it was time to say, "so long." In…

Rivertown Magazine

June 5, 2019

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That Call you Never Want

Recently I got a call from a client-one of those calls you never want to get- that her husband had recently passed away. It was relatively quick: just a few weeks from diagnosis to passing. A one in a million occurrence. So rare you only read about these things in magazines, or never heard of…

Rivertown Magazine

May 5, 2019

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Ta-Ta Tatellah

College: an institution of higher learning. A time for many of us to learn about living on our own, charting a course for a direction in life to follow the path to the pot at the end of the rainbow. For others it may be an occupational school and pursuit, finding out more about ourselves…

Rivertown Magazine

April 22, 2019

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A Sick Puppy of the Downward Dog

Being immersed in the business of finance 5 days a week keeps me rather busy during business hours. As an escape, in the evening I admit I turn to the TV for a diversion: old sitcoms are my go-to for a laugh and a change of pace. It seems there are some that you can…

Rivertown Magazine

March 6, 2019

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Articles & Knowledge

October 10, 2014
How Do I retire With The Resources I Have

Retirement holds no guarantees these days with regard to consistent income. In our parents and grandparents…
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January 3, 2016
The Truth Shall Set You Free… or Make You Poor

Before I start, let me say I try to steer clear of discussing politics, religion or…
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December 6, 2018
December…The Month of Giving

The holiday season... a wonderful time to spend with those you love, party hardy, and be…
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December 9, 2016
Financial Planning and Estate Planning- Two Very Different Processes

I've often said, each time I meet with a new person or couple, it's a new…
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… And Now It’s Time to say… Soooo Long

That Call you Never Want

Ta-Ta Tatellah

A Sick Puppy of the Downward Dog

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Articles & Knowledge

How Do I retire With The Resources I Have

The Truth Shall Set You Free… or Make You Poor

December…The Month of Giving

Financial Planning and Estate Planning- Two Very Different Processes

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