Monthly Archives: May 2010

Frustrated Voters…Globally!

Man voting on a new touch screen machineI find it fascinating to observe the frustration that clearly is building within the minds of the voting population. It seems that the mantra, if verbally expressed, is simply give me a new name and face with original ideas for when I enter that voting machine. Oh and they also want to make sure there are no hanging chads! Well, for awhile it seemed that the frustrated voters were mainly concentrated in the U.S. But while… Continue reading

Evaluating Early Retirement Offers

4 older people happy for early retirementYou’re counting down the days, weeks months and years before you finally decide to call it quits and live out your sunset years in the glory of retirement. You’ve set up a date and time, and x-out each day on the calendar until you get to the end of the rainbow (sound familiar?).

I am often asked “when should I retire?” My answer to that question usually is “one day, you’ll wake up and… Continue reading

Insuring a New Marriage

marriage in the field dream about homeAs we go through life, we experience many life-changing events: school, birth of new siblings, (unfortunately) death of a loved one, and at some point in time, most of us experience marriage. It certainly is life changing, as we learn about each other, and explore that which is necessary to build this new relationship into a life-long dream together.

However, re-evaluating insurance coverage isn’t one of the items uppermost on the minds of newlyweds-  but… Continue reading

It Just May Be A Special Birthday Year!

Senior_CoupleAs each new calendar month approaches our office administrator hands me a list of client names whose birthday will be coming up over the following 30 or so days. As I write something in the card I find myself reflecting on such things as how long we have had our client/advisor relationship and what changes have taken place over the years in addressing the clients changing needs. As I worked on this months birthday list the thought came to mind that for various clients their… Continue reading | 3 Comments