Newsletter
How Bad are Reverse Mortgages?
I’ve never had a client use a reverse mortgage, but many folks ask about them and lately the subject had popped up more frequently in client meetings. While reverse mortgages…
Read MoreMust I Sign Up For Medicare At Age 65?
By Howard Peck Medicare Supplement Specialist When Medicare was first instituted in 1965, age 65 officially marked the time when you would retire, start your pension, file for Social Security,…
Read MoreOdds & Ends
Who Are the Job Creators? For years I have been hearing so many politicians talk about how small businesses were the engine creating most new jobs in this country. They…
Read MoreWill This Be The Year The Market “Corrects”?
For the last couple of years, market prognosticators have been predicting a market correction. But thanks to the Herculean efforts of the Fed’s 24/7 money printing machine, markets had avoided…
Read MoreAn Evening with President Bush
Last week I attended our annual insurance marketing conference in our nation’s capital. I love Washington but generally I love it when it’s not as frigid as it was last…
Read MoreSeven Things People Often Get Wrong About IRAs
IRAs are some of the most common types of accounts Americans invest in for their retirement. They are so common that you would imagine everyone knows all about them and…
Read MoreBack to Medicare Basics
By Howard Peck Medicare Supplement Specialist As we begin a New Year, I thought I would offer a very concise Q and A overview of Medicare. (Note: All of the…
Read MoreStill Dealing with Boomerang Kids?
Over the past year I’ve read several reports and columns that said until younger folks start creating their own households, the economy (and jobs) will have a hard time growing. …
Read MoreNo Testimonials Please…
For the past 3 months, I’ve been the local trusted advisor on a syndicated radio show called The Financial Safari; airing every Saturday at 2pm on WPHT, AM 1210, otherwise…
Read MoreJoint Accounts with Children: Convenient, But Dangerous
By Jeremy A. Wechsler, Esq. Your Estate Planning & Asset Protection Attorney Many people believe that joint accounts are a good way to avoid probate and transfer money to loved…
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