Aug 17, 2010 | Blog, Fiduciary, Retirement Planning, Uncategorized
I wrote an article back in November, 2009 titled “The F word you need to know” that discussed why a fiduciary standard was being hotly contested among policy makers and lobbyist as part of the Wall Street Reform Bill. A fiduciary is someone who puts your financial...
Mar 31, 2010 | Blog, Self-Employed, Uncategorized
Of all the things I would like to write about, like the impending downgrade of U.S Treasuries, bond investing or IRA rollovers, Michelle Kim asked me to write an article about tips for filing your taxes. Michelle, I would rather count fire ants in my yard but here...
Dec 28, 2009 | Blog, Life Planning, Uncategorized
I’ve put together a list of resolutions for you to consider for the new year. The term “Life Planning” encompasses the human side of financial planning by discovering the client’s most valued goals and setting in place the blue print for them to pursue their...
Oct 19, 2009 | Blog, Fiduciary, Retirement Planning, Uncategorized
Last week during two separate new client meetings I was asked the same question: What is a fiduciary? I find the question particularly interesting because it mirrors a very significant debate taking place in Washington. First, the ambiguity of financial advice...
Sep 27, 2009 | Blog, Uncategorized
As households are trying to reduce debt and increase savings, taking on additional expenses in the form of insurance premiums seems counterintuitive, especially when many people perceive the insurance as non essential. Instead of writing a “long-term care 101” article...
Jul 16, 2009 | Blog, Economics & Markets, Uncategorized, Wall Street Greed
Instead of readers commenting on my last two columns, they have commented on my picture. My own wife says that I bear a strong resemblance to our dog, Mack. I was encouraged to change it…Good Grief! Much like the economy, we can look at this from two points of...
