Think Life Insurance Is Boring? Most People Do. But Here’s 4 Short Facts To Know First.

Most people read the words “life insurance” and quickly turn the page. Life insurance? That’s boring, complicated and often just icky. But every September, we ask you to spend just a moment or two thinking about life insurance. It may not save your life, but it can protect the lives of those who depend on you. […]

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Basketball Star Tim Duncan Fouled By Bad Investments. Here’s How To Play Defense

San Antonio Spurs basketball star and two-time Most Valuable Player Tim Duncan, who recently retired from the courts, is known as one of the greatest players of all time. His basketball earnings topped $220 million over his career. But that didn’t stop him from getting fouled by bad investments. According to his attorney, Duncan, now age 40, lost as […]

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It’s A Great Time To Buy A House. So Why Then Is It So Darn Difficult?

Interest rates are low. Wages are heading up. There may be no better time to buy a house. So just why is it so darn difficult? “It’s a good time to buy a house in theory,” says Svenja Gudell, chief economist at Zillow, a real estate listing website. “But practically, it’s very hard actually getting there.” […]

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Congratulations To New CFP® Rachael Grattan!

We consider it a huge accomplishment to complete the CERTIFIED FINANCIAL PLANNER™ curriculum and requirements. So please join with us in offering our warm congratulations to Rachael Grattan in our office, who just successfully completed all requirements of the CERTIFIED FINANCIAL PLANNER™ program and earned her right to use the CFP® mark! Rachael also received a […]

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Unlike Many Of The Rich And Famous, Gene Wilder Retired “Just Like The Rest Of Us”

As celebrities go, his life seemed pretty simple. He lived in a fairly modest house in Stamford, Connecticut with his 4th wife Karen. (His first 2 marriages ended in divorce and third wife Gilda Radner died tragically of ovarian cancer). After roles in landmark films like Willy Wonka & the Chocolate Factory, The Producers, Blazing Saddles […]

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Quote Of The Week: What’s The Best Asset Mix For Retirees?

“The best allocation for any investor is the one where the mix of stocks, bonds, cash and alternative investments allows you to sleep at night.” Glenn Ruffenach, former reporter and editor for The Wall Street Journal, and co-author of “The Wall Street Journal Complete Retirement Guidebook,” September 6, 2016 The Takeaway: The old rule of […]

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Happy 100th Birthday!

Over the weekend, I attended a 100th birthday party for a longtime client, who is still as sharp as a tack. Clearly, good genes run in that family! She was surrounded by children, grandchildren, great grandchildren, and friends, all of whom volunteered their favorite stories about times they spent together – at the beach, at home […]

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Are We Becoming A “Crummy Society Filled With Crummy Jobs?”

45 million Americans across the country now make up what’s called the “on-demand” or “gig” economy, working when and where they want, finding jobs through apps like Uber and Task Rabbit, some people working two or three gigs at a time. This Labor Day, it almost looks like work as we know it is becoming […]

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We Love To Work With Women Clients, And It Shows!

It’s no secret that we love to help women make good money decisions so they can live their lives to the fullest and build a secure future for themselves and their families. That’s why we are so pleased to announce we’ve received the 2016 Women’s Choice Award® for Financial Advisors! The Women’s Choice Award® is the premier […]

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Time To Plug The Holes In Your Retirement Bucket

Are your retirement savings leaking away? That happens far too often when workers withdraw funds from their retirement accounts after leaving a job. That can lead to tax penalties for early withdrawals and shrinking retirement savings. Most of that retirement leakage occurs when people change jobs, based on a study by the Employee Benefit Research Institute […]

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