Summer is here, and so is home-purchasing season. Just this week I had two families reach out to me to walk through questions they had about purchasing their
Many of my clients ask me if they have enough life insurance or how much they should have; not as many ask about disability insurance. However, when you need
Mistakes. Much is out there about the classic financial mistakes that plague startups, family businesses, corporations, and charities. Aside from these blunders
Many of my clients ask me if it’s better to pay off debt, such as student loans or credit card debt, to reduce monthly payments or to save money for retirement
The cost of data breaches increases. The latest annual study from Javelin Strategy & Research, a leading financial analytics research firm, says that 14.4
Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement
Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not going to get the girl, and second, I’ll get
High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets
