Will I Be Okay?
One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am I going to be okay?”
One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am I going to be okay?”
For the past decade, we have advised that there is a better, more client-centric, method of financial planning than the one traditionally embraced by advisors.
Long-term care, often interpreted as a euphemism for nursing home residency, is hard to think about. And even harder to discuss. “It won’t happen to
While practicing as a CPA, our firm ran an ad that compared the relative dimensions of the rear view mirror to that of the windshield
One of my favorite books, for many reasons, is The Fourth Turning, by William Strauss and Neil Howe. It begins with the line, “America feels
According to a recent poll, 41 percent of baby boomers who have a living parent are providing some sort of personal care, financial assistance, or
As of this writing, the stock market has just produced one of its worst quarters (Q3) in a very long time, followed by one of
In keeping with the news and the season, there are several topics to discuss this month. Here a just a few. NEGATIVE INTEREST RATES. The
August 2015 was an inauspicious month for equity markets around the world. Although the sell-off decelerated as the month drew to a close, our own
Back in the ‘80s, legendary stock picker Peter Lynch was famous for looking for those stocks that he thought would grow by a multiple of
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