News

Here are some articles and thoughts that you might find interesting

How to Choose a Retirement Adviser

Recently I had the pleasure of being interviewed for this article to be featured in Newsmax Magazine's September 2011 issue.  I hope that you find it interesting.  Those who are already a client know the benefit of having someone who can work with you to help you...

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Remember When…

It wasn't too long ago that we were in the midst of a financial crisis that seemed to overwhelm the daily news.  I suppose you could say that much hasn't changed as home values are low, unemployment is high, cost of many of our goods has risen, and so on.  It seemed...

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Building Trust

This is a blog from Carl Natale who saw me speak as part of a panel this morning on how businesses that operate in highly regulated areas use social media.  While I don't hold myself out to be anything more than a beginner, I was thrilled to be a part of this panel. ...

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Money Through the Ages, by Ron Lieber

As you browse our website, you'll find that we have organized the site into points of interest that are based on phases of life that many of us encounter.  The information contained under each heading covers some of the common opportunities, questions, and struggles...

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Four Medicare misconceptions that can cost you

We all know that government programs on all levels can be exceedingly confusing. The difficulties of maneuvering through the minutia and confusion of the Medicaid and Medicare programs can cause one to throw their hands up in frustration. This article can potentially...

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The Ultimate Tax-Time Checklist

April 15th is approaching like a run-away train. If you're like most, you've delayed preparing your taxes or assembling the needed documentation for your tax preparer. Ensure your taxes being done timely and accurately by getting the proper forms ready to go, and in...

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Starting Out: Begin Funding for Your Financial Security

Whether it is your child who is about to step out on their own, or you are the one beginning in the working world, success is a few prudent steps away. This article highlights the importance in taking the necessary steps today to find future successes. Read Full...

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