If you are concerned about the financial health of your children, don’t feel alone. According an August 2011 survey, one of the biggest financial concerns of affluent Americans is teaching their children about financial responsibility.1. The question is, ‘Where do you start?’ So to help out, we have compiled 5 things you can share with [...]

by Angela Kennedy Robinson Over the last 20 years or so, we have heard and seen horror story after horror story that only serve to emphasize that end of life planning is critical: the children’s story of not being able to obtain their parents’ wedding rings from a 2nd husband, a court appointed power of [...]

We only have 2 months left in 2011, yet there is still time to possibly lower your tax bill. Take in these 7 ideas: #1…Know your tax liability. Tax planning without an accurate picture of where you currently are can be futile and often end up costing you more tax in the long run. We [...]

It’s Not All About the Money Mikey Mantle reportedly said, “If I had known I was going to live this long, I would have taken better care of myself.” We might get a chuckle from Mr. Mantle’s statement; but take a minute to really think about what he meant. In his book, “Success Is Not [...]

Does a Buy & Hold Strategy Really Work? Well…if you have been a buy and hold investor, your portfolio will probably answer this with a resounding “No!” Though after reading the many headlines of any major financial news during late 2008, 2009 or 2010 you might think that this was “New” news. While researching this [...]

Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been and will probably remain slow. A month or so ago, we decided to write a white paper on the lessons we have learned from the [...]

Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been, and probably will remain slow. A month or so ago, we decided to write a white paper on the lessons we have learned from the [...]

Lessons Learned From the Recession – Part 1 – Always Have a Plan In Place for the Next Market Downturn (August, 2011) Lessons Learned From the Recession – Part 2 – We Shouldn’t Believe Everything We Think (September, 2011) Lessons Learned From the Recession – Part 3 – A Retirement Plan Shouldn’t Blow Bubbles (September, [...]

Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been and will probably remain slow. A month or so ago, we decided to write a white paper on the lessons we have learned from the [...]

Economists say the Great Recession ended in June 2009. Still, it hasn’t felt like it. Our economy is rough and the recovery we have experienced since June 2009 has been and will probably remain slow. A month or so ago, we decided to write a white paper on the lessons we have learned from the [...]