Retirees

I am a big advocate of the notion that as people mature and approach their 60’s and 70’s they can still pursue new opportunities, whether they are personal or professional.  Over the [...]

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 [...]

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 [...]

As you consider your future, you might have realized that retirement is not what it used to be. Or it may not be what you hoped it was going to be.  Or what you thought you wanted it to be may [...]

The Financial or Retirement Plan.  Are you in the market for a financial or retirement plan?  At PlanVision, we support planning a lot!  We actually think that the process of planning for your [...]

As you think of your future and contemplate your retirement (or a period of time that you have more financial flexibility), you begin to wonder what your life will really be like.  Who will you [...]

I while back I had an Aha! moment in my career – thanks to my brother.  After about 18 years in the business, it has become obvious to me that investors of all types grossly overpay for [...]

I have been planning on writing a post on Free Lunches and Seminar Selling, but came across this one from Allan Roth – so I will pass it along.  I enjoy Allan’s straightforward approach and [...]

For the Holidays, my parents came to visit.  They are both in their early 80′s and are of generally good health.  I consider them to be middle class people who have always worked hard to support [...]