Archive for 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…
Read More50 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…
Read MoreBack 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…
Read MoreTrust 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…
Read MoreWhat’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…
Read MoreIndicators 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…
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