Disclosures Disclosures Disclosures! Who Broke The Code?
We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .
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SALARIES, COMMISSIONS, FEES…WHY?
So much is written and advertised about compensation in all industries. At the bottom of all these discussions is the . . .
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WHAT NOW? 3 Occasions When Your Income Stops
We all go about our merry ways, but I suggest we need to be cognizant that our income can stop, . . .
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Estate Plan for Me/Us? What Estate?
The first time I heard the term “estate plan”, I was married with a baby and living in a rental . . .
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Evaluating Institutional Money Managers
I am an engineer by education, with that I have certain quirks about how I evaluate various financial entities we . . .
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A Potentially Big Financial Mistake
Failing to plan for long-term care, i.e., what type one might need, how long one may need it, and how . . .
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Medicare: What Are The Penalties For Missing Enrollment?
There are consequences of missing or delaying enrollment for Medicare. Currently, Medicare has three enrollment periods, The Initial Enrollment Period . . .
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I Don’t Want All My Money In One Place
This is certainly, a reasonable comment. We are all told to diversify and not put all our “eggs in one . . .
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Financial Noise and Confusion
We often see ads on TV or read articles in various papers and magazines. Perhaps like you, when you see . . .
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Why Annuities May Be Worth the Cost
Annuities are often perceived to be expensive in relation to other retirement savings and investment products. However, when the benefits . . .
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