Sometimes you hear advice given to you by older people when you are young and it just doesn't resonate. You are in a particular phase in your life and you may find it difficult to step outside of the …
Financial Planning
Seek Financial Planning Advice Before Taking Out HECM
Our culture involves people trying to do business at every turn. There is nothing inherently wrong with this, but you do have to be aware of the fact that not everything that is dangled in front of …
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Fiscal Cliff? What Should an Investor Do?
Now that the election is over, investors are wondering what the future has in store for their portfolios. The reality is that while elections may have short term impacts on the markets, over the long …
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The “Investment Answer” after the election?
Once the election is over. What is an investorto do? I meet with clients every week who have been devastated by losses, frustrated by lack of returns and feel anxious by the lack of knowledge they …
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Do You Do Your Own Investing?
I meet with clients every week who have been devastated by losses, frustrated by lack of returns and feel anxious by the lack of knowledge they have about their investments. I often tell my clients …
