Something for Everyone

As I prepared for this week’s blog, I went back over a folder I keep of magazine clippings, conference notes and other ideas jotted down in chicken scratch (that may be an insult to chickens) and realized I had multiple items that, while not full blown topics themselves, were worth passing along.  Hopefully, you’ll find something that piques your interest below. The Long Term Care Decision As we’ve blogged numerous times in the past and discussed with many a client in meetings, the decision on how to plan for and insure against the need for… [read more]
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What About Your Care?

My husband and I recently spent the weekend with my parents, siblings and their families, celebrating my mom’s 78th birthday.  We had a great time together, and mom told us more than once that having everyone home to visit was her best birthday present.  In today’s world, when we are all so busy, sometimes the greatest gift we can give is our time and attention. When mom and I were in the kitchen cleaning up from dinner (Yes, it was her birthday and we still couldn’t get her to sit and let us wait on… [read more]
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Taking Stock of Our Stuff

Dimensional Fund Advisors’ Real Estate Securities Portfolio is the fund we use to gain exposure to U.S. Real Estate, the best performing asset class in our portfolios so far this year, up more than 20%.  The second largest holding in this fund is Public Storage, whose trademark orange garage doors are a familiar sight all over the country. If you know anything about our investment philosophy, you know I’m not here to tout an individual stock, but I bring this up because one of the many drivers in this fund’s success is, directly or… [read more]
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Sandy & Your Insurance Coverage

Much of the news this week has been focused on Hurricane Sandy and the related damage up and down much of the Eastern part of our country.  We’ve had several clients effected in various ways and our thoughts are with those of you directly or indirectly impacted by the storm. For better or worse, these types of events often serve as the nudge we might need to review certain important, but not urgent aspects of our plan.  Property insurance often falls into this category.  It might be a good time to take a moment to… [read more]
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