Every week we get a number of email questions that we try to answer on the air (by the way, you can now hear us on WNTP 990AM on Saturdays…
How the world has changed. In the old days, like 20 years ago, you had a will, maybe a trust and perhaps a safe deposit box. A few even had…
Many investors feel the need to match or exceed the S&P in the good years. If they don’t, they consider themselves or their money managers a failure. At the same…
So often I am asked by clients for my thoughts on them selling the big house and downsizing now that they are finally empty nesters. A few months back I…
If the answer is yes, you are not alone. A recent study done by the Insured Retirement Institute found that 50% of those ages 62 to 70 with investable assets…
Since my knowledge doesn’t reach into sports, I probably shouldn’t be talking about basketball, but here goes… March Madness is all about ‘Survive and Advance.’ In order to continue playing…
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