Financial Planning

Three for three… Those are the numbers on my most recent clients and whether or not they needed their liability …

Many retirees and near retirees consider long term care insurance as part of their overall planning package. And as you’d …

Many financial advisors likely feel that if their clients only understood the “fundamentals” of the financial field, they wouldn’t get …

From the blog of the famous Seth Godin: The honest broker It really is a choice, one or the other. …

Many of my clients are aware of the fact that their children’s activities with the family car and other family …

“How much are you willing to sacrifice?” Mr. Ellis recalls asking the retired couple. “Are you willing to give up …

A beneficiary mistake on an IRA can cost you thousands… You’ve done your estate planning. You’ve put assets into a …

A wonderful story appeared in the financial blog GetRichSlowly: Rather than blab let me share the author’s words: But the …

One of the most difficult realities facing families today is the realization that saving for college is just not going …

Typically I write my own articles on this site (saving the task of linking good outside articles to something I …