Tag Archives | Sandra Block
kiplinger state taxes

Retiring? Know Where Your State Ranks On Taxes Before You Relocate

Does it really matter where you live in retirement? People have all kinds of motivations for relocating – or staying put – in retirement. You may wish to live near the kids and grandkids, relax in the sun, or relocate to that hassle-free condo right in the middle of all the urban action. But before […]

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Quote Of The Week: The Problem With Commissions

Our clients know that we work on a fee-only basis. That means we do not accept commissions for recommending, buying or selling investments and we work only for you, our client. That independence allows us to always deliver to you our expert, objective and unbiased advice. Of course, not every investment professional can say that. […]

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rich family sailing

Wanna Be A Millionaire? Here’s What You Need To Do

What’s the secret to becoming a millionaire? Self-made millionaires clearly know how to make money, and more importantly, most know how to save it and make it grow. That’s how they accumulate wealth. Certified Financial Planner Thomas Corley spent five years researching and talking with 177 self-made millionaires for his book Rich Habits: The Daily Success […]

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CCRC Boca

What Your Mom Needs To Know About CCRCs

Are your parents starting to think about ways to ditch the hassles of home ownership, yet preserve their independence and ensure access to future care options? They might be ready to look into a Continuing Care Retirement Community, or CCRC. “Continuing care retirement communities offer a resort-like setting and care when you need it,” write authors Pat Mertz Esswein and […]

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