So let’s imagine that you are all excited about that upcoming vacation to the Caribbean and getting all your packing done. Have you taken the time, however, to check on the weather forecast? What if that tropical storm was suddenly gaining strength, heading towards your destination, and developing into a full hurricane? Wouldn’t you want to know that before you left on the trip? Well I am suggesting that an investor should also be checking the economic forecast before putting those funds to work in the investment markets. So how do we know just how favorable or unfavorable the economic… Continue reading
With the unfortunate rounds of layoffs in the past year, many retirement age folks who were not intending to retire have been forced into that decision or to go job hunting. We have been asked over and over again “is this the time to start my Social Security payments?” While we have spoken and written on this matter in the past, it is a very real issue at the present time. Below please find my thoughts and analysis on the… 
In the recent past, I have had the experience of losing my father at age 82. As a Financial and Estate Planner, I have been part of planning hundreds of estates, and unfortunately, helping to settle far too many. Being that this time it was a personal family event, it gave me insight into the feelings and family dynamics that go along with the passing of a family member. For me, estate planning comes naturally- perhaps having 25+ years of experience helps, along with hearing and… -
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