by ChrisNovember 30, 2010 Retirement Income Planning Pension Payout Gotcha to Look Out For The premise is in the article is that, by changing the mathematical formula that values pension payouts, you could lose … Read More
by ChrisNovember 29, 2010 Asset Protection, Retirement Income Planning Take Steps to Protect Your Pension – Now Bottom line - your retirement assets will be someone else's (gov't) OBLIGATION. I think people are learning that in this … Read More
by ChrisNovember 26, 2010 Observations & Analysis Black Friday Warning: Be Careful Out There When Shopping! & 4 Thoughts to Ponder I am putting this post out at 7AM EST but since some of you maniacs go out at 3AM to … Read More
by ChrisNovember 25, 2010 Observations & Analysis Happy Thanksgiving! Please Enjoy time with your family today – forget work, tasks, chores, and above all, shopping. Focus on FAMILY! HAPPY … Read More
by ChrisNovember 24, 2010 Financial Planning, Retirement Income Planning Placing Income Investments In Your IRA Before December 31? With the upcoming tax increases approaching January 1, and with Congress still at a standstill about deciding who ‘deserves’ to … Read More
by ChrisNovember 23, 2010 Asset Protection, Financial Planning Make Sure Your Valuables Are Properly Inventoried on Your Home Owner’s Insurance Recently, clients had a break in while they were away from their home for an extended period of time. The … Read More
by ChrisNovember 22, 2010 Observations & Analysis Do You Invest Like a Man or a Woman? Some investing tests are showing men to be more capable than women at answering investing/money questions - and this is … Read More
by ChrisNovember 19, 2010 Health Care & Insurance How to “Hide” Your Money For Long Term Care Planning "People often seek immediate annuities because they want a steady income. However, financial advisors talk up another benefit as well: … Read More
by ChrisNovember 18, 2010 Observations & Analysis Getting a Retirement “Job” So many clients approach me and ask if they will be able to afford to retire. They look at me, … Read More
by ChrisNovember 17, 2010 Health Care & Insurance Adult Day Care De-stigmatizes the Nursing Home Image Adult day programs that provide meals, social connections and activities for older adults are sparking interest as one answer as … Read More