Be Resolute in Your Resolutions

It may be cliché to write a New Year’s Resolution blog in the waning days of the decade, but that’s exactly what I intend to do. The reason is simple. Every year we set resolutions in the sincere hope of this being the year we start (fill in the blank) or quit (fill in the blank) or make sure we always, always (fill in the blank.) It’s like a bad game of Mad Libs that never works out as planned. None of the five tips below are groundbreaking or wholly original. But, practice makes perfect… [read more]
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Home for the Holidays

Many people will be traveling to spend time with their families this month. When you gather with your loved ones over the holidays, the last topic you are likely to be thinking about is legacy planning. But maybe it shouldn’t be. This is the perfect opportunity to discuss with your children the plans you have put in place in the event of your incapacity or death and the legacy you would like to leave for your family. If your parents are still living and have not offered this information to you, inquire as to the… [read more]
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The Sales Pitch Goes Like This…

“You’re a financially sophisticated and well-to-do executive (business owner, etc.) and you shouldn’t be in the same investment vehicles as the average investor. You deserve better. We’ll give you access to exclusive investments with above average returns that only we can provide.” We all know that Bernie Madoff used financial sophistication and exclusivity to attract wealthy and famous investors to his ill-fated Ponzi scheme, but I have become increasingly furious about the same sales approach being used by national brokerage firms, with horrible financial results. Over the past year we have had people referred to… [read more]
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