March 2017

February 2017

Why Your Retirement Is Not A Game Show

By | 2017-11-21T21:32:41+00:00 February 16th, 2017|Uncategorized|

Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it’s probably not a good thing. On this edition of the show, we’ll discuss the perils of planning for retirement like you’re a TV contestant. We’ll also go through some popular social security myths.

Decluttering Your Finances

By | 2017-11-21T21:32:41+00:00 February 2nd, 2017|Uncategorized|

Have you ever had to clean out a cluttered closet? It’s a pain, but feels so good once it’s done. On this week’s show, we’ll use that as a comparison to see what it’s like to get decluttered from a financial perspective. And if that’s not enough, we’ll uncover some of the top money mistakes [...]

January 2017

The “Greatest Generation”

By | 2017-11-21T21:32:41+00:00 January 26th, 2017|Uncategorized|

Let’s see what we can learn from the folks who are a part of the “Greatest Generation.” People from that period of our history did a fine job of embracing sound personal financial concepts, and we can learn a lot about retirement planning from their philosophies toward money. Also, is your financial “advisor” truly an adviser? [...]

November 2015

6 Reasons to Stay in Your Current Home During Retirement

By | 2017-11-21T21:32:41+00:00 November 3rd, 2015|Uncategorized|

The typical retirement dream involves riding off into the sunbelt, golf clubs and beach umbrella in hand. However, the reality is that the majority of retirees never leave home. Most people opt to age in place, or if they do move, they find a smaller house near their old neighborhood. Only about 7 percent of [...]

June 2015

Qualified Terminable Interest Property Trust (QTIP)

By | 2017-11-21T21:32:41+00:00 June 17th, 2015|Blog, Financial Planning, Tax Planning|

If you are part of a family in which there have been divorces, remarriages, and stepchildren, you may want to direct your assets to particular relatives through a qualified terminable interest property (QTIP) trust. Your surviving spouse will receive income from the trust, and the beneficiaries you specify (i.e., your children from a first marriage) [...]

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Five Ways to Invest in Art

By | 2017-11-21T21:32:41+00:00 June 1st, 2015|Blog, Investments|

Three weeks ago, Picasso's "Les Femmes d’Alger" sold for $179.4 million, the highest price paid for any single piece of art, at any auction, ever. Of course, the vast majority of art investors will never see their art investments fetch anything near that sort of price. However, art can be a great investment if it [...]

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May 2015

Guide to Different Types of Trusts

By | 2017-11-21T21:32:41+00:00 May 18th, 2015|Blog, Tax Planning|

Trusts can be a useful tool for managing your estate, both while you are living and after your death. There are many different types of trusts that apply to specific situations. Before establishing any type of trust, you should consult with your financial advisor to determine what is most appropriate to meet your financial goals. [...]

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