Month: August 2014

Are You Clueless?

I know…I know…it’s a holiday weekend.  I decided to really be a bum and close our offices today (Friday) to make it a four day weekend.  If you’ve shut down mentally until after Labor Day, just put this column aside until you are ready to re-engage. Sometimes I feel like I sound like a broken…
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August 28, 2014 0

50 Must-Knows About Long Term Care

By Matt Sussman Long Term Care Specialist As a long term care insurance specialist for over 15 years, I have worked with many families securing long term care insurance and many families that long term care insurance is just not right for. I find the majority of the reason is that they have waited too…
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August 21, 2014 0

Back To School Time for Your Retirement

With summer just about over, it’s that time again – time for kids and grandkids to go back to school.  The past few weeks have been full of purchases and preparation by parents and grandparents all across America to get the kids prepared for the new school year. Just as important, this is also the…
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August 21, 2014 0

Trust Mill Attorney Disbarred

By Jeremy A. Wechsler, Esq. Your Estate Planning Attorney Beware of Trust Mills: Trusts mills are companies that sell trusts to senior citizens, without consultation by a lawyer. The motivation behind trust mills are two-fold: First, they charge a significant amount of money for un-customized documents that do a disservice to clients. Second, the companies,…
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August 14, 2014 0

What’s better: A Stretch IRA or Life Insurance?

Ed Slott is probably the most well-known IRA expert in the country.  I’ve had the pleasure of breaking bread with Ed several times over the past ten years and enjoy not only his huge reservoir of IRA knowledge but his keen sense of humor.  Rarely does a weekend go by that Slott isn’t quoted in…
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August 14, 2014 0

Indicators That Preceded Past Downturns Are Flashing Now

So much for new market highs every other day…or so it seemed.  After the market rout on the last day of July, the Dow Jones Industrial Average was basically flat year to date with the S&P 500 up 4.4% as of the end of July. If you are a dedicated reader of these weekly columns,…
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August 8, 2014 0