Stock Monkeys
When talking to many of my new clients, one of their biggest hesitations to work with me is that they already have a "financial advisor." However, after really talking to them and going over their situation with them, they realize…
Improve Your Attitude, Improve Your Life: Part 2
In last month's issue, we talked about improving your attitude by utilizing gratitude, 'choosing happiness,' seeing 'challenges' not problems, and viewing life itself as a journey. Here are the remaining tips... 5. The Cliché Roses Throughout life there will be…
The Great Terror – Running Out Of Retirement Assets
It makes no difference whether you retire at 65 or 75 years old, for most elderly – except the very best off – a serious concern that most have is whether or not they will outlive their income and assets.…
Improve Your Attitude, Improve Your Life
Our attitude has a profound effect on the quality of our life. Optimism and pessimism create two completely different realities. By taking a few simple steps to adopt a more optimistic and positive attitude, you can enjoy both immediate and…
The #1 Mistake People Make Trying To Avoid Probate
First, Why Do People Want To Avoid Probate? Most people want to avoid probate for two reasons. First, because assets are frozen and not available to heirs during the year or more it takes for probate to be completed. Remember,…
Grandparents: The 529 Plan Mistake
It is no secret that college costs rise every year and generationally we are saving less and less. This created a problem that was "resolved" by the creation of the 529 plan. A 529 plan is a tax-advantaged savings plan…