by Chris GrandeFebruary 6, 2014 Asset Protection, Investing How to REALLY Diversify Risk Looking to Really Diversify Risk? Many people talk of diversification but if you want to really diversify risk, you need … Read More
by Chris GrandeNovember 11, 2013 Asset Protection, Blog Online Security Ideas for the Non-Geek I’m sure a number of our clients and readers are not tech geeks. But increasingly, they are using technology. For … Read More
by ChrisDecember 15, 2012 Asset Protection, Financial Planning Is Your Insurance Company at Risk? Is your insurance company safe? Or at risk? Editor note 2/3/16: I wrote this article in 2012. Much of what … Read More
by ChrisSeptember 3, 2012 Asset Protection, Financial Planning, Under Age 35 Are You Executor of a Will? You May Be Personally Liable for Taxes I am running into a number of younger clients who are inheriting more and more from grandparents and parents. Thankfully, … Read More
by ChrisAugust 13, 2012 Asset Protection, Financial Planning Keep Paper Copies of Online Account Information Image courtesy of www.LearningDSLRVideo.com You are likely among a large amount of Americans that manage their financial accounts online. You … Read More
by ChrisJuly 27, 2012 Asset Protection, Financial Planning New Florida Law Simplifies Divorce and Beneficiary Conflicts (Photo used with Creative Commons Permission from JD Hancock on Flickr) In the past, divorcees who did not update beneficiary … Read More
by ChrisApril 16, 2012 Asset Protection, Financial Planning Poor Liability Insurance Coverage – A Gaping Hole in Your Financial Plan Three for three… Those are the numbers on my most recent clients and whether or not they needed their liability … Read More
by ChrisJanuary 23, 2012 Asset Protection, Investing World Losing Respect for Dollar – Can Gold Help You? It’s coming. The fastest growing economies are just tired of our BS. As a nation we use our military and … Read More
by ChrisJanuary 20, 2012 Asset Protection, Financial Planning, Under Age 35 Are You Exposed to Indirect Liability? Many of my clients are aware of the fact that their children’s activities with the family car and other family … Read More
by ChrisDecember 12, 2011 Asset Protection, Financial Planning Estate Planning Lessons from Dad A wonderful story appeared in the financial blog GetRichSlowly: Rather than blab let me share the author’s words: But the … Read More