Goals

Yes it is!  So there.  I don’t care if the overwhelming wisdom in the financial services industry is that when you invest for your future, for the long run, you have to have a portion of [...]

For years I have felt that Long Term Care Insurance is an important tool that people can consider to protect their assets.  I encourage my clients to evaluate the cost and benefits of a policy [...]

Financial advisers like to use different methods and tools to convey ideas. The intention, in theory, is to help the average investor better understand some of the more complicated aspects of [...]

The name of the book is If You Can.  This “book,” if you can call it that, has gotten attention from some corners of the financial services industry.  While you may not be familiar with Bill [...]