Bypass Trust Needs Drastically Reduced!
We believe in Keeping Things Simple. To that end, something good happened as a result of the fiscal cliff bill that was …
Financial Amnesty for Existing Clientele
I’m concerned about your financial future. Not so much because of the ‘fiscal cliff’ but because we are all living so long. …
Dervishes and Late Payment Penalty
Well the third quarter was great, as was the first (which disappeared in the second quarter). Let’s see if we can’t keep …
What’s Hot, What’s Not
Just got a reading of 111 degrees off my thermometer in the sun. If only the stock market could get some heat. …
Consumer Reports Polls Retirees
Consumer Reports polled 22,000 retirees and near-retirees about how well they had planned for retirement. It isn’t surprising that most people lamented …
What to do with that old 401k?
If you have an old 401k from a previous employer, we would recommend that you should rollover that 401k into an IRA. …
Warren Buffet on the recent market sell-off
Below is a video from CNBC that was recorded on Monday, May 7th, 2012. It has a great line from Buffet stating …
Financial Planners are Good for You
While our clients have known this for some time, it always helps to have a study show that financial planners are good …
What a Difference a Year Makes
What a difference a new year brings! It was amazing to watch the change in stock market performance from 2011 to 2012. …
A Day in the Life of a Financial Planner
We found this tongue and cheek video to be very amusing. Enjoy. A Day in the Life of a Financial Advisor by: …