Consistently throughout 2017, I’ve observed several financial transactions, or some type of valuation, that just doesn’t settle quite right with me. Perhaps near zero interest rates around the globe have permanently changed financial markets.Read More
Plan for the best, prepare for the worst. In our case, braving the hurricane. Our daughter lives in Texas. Last week, after her summer visit, we watched her head back to Houston on the red eye. It was the day before Hurricane Harvey.Read More
Have you ever wondered why we always ask you to bring so many documents when scheduling an appointment?
-Current tax return
-Current investment statements
-Retirement plan information
-Life insurance and Long-term care policy information
-Current Mortgage statement
-Social Security estimate of benefits statement
-A list of questions and goals
Immigrants are relatively better educated when coming to America and the share of those with college degrees has nearly doubled over the last 20 years, further complicating the employment picture…Read More
I don’t even like the term.
I can’t be, can I? I’m too young to be a widow.
It often doesn’t feel or seem real, but then reality jumps out and blocks my path like a brick wall. Immobilizes. Hard to move forward and no place to go backwards.
After a decade of battling Cushing’s Disease, my husband Robert of 37 years passed away in November of 2015. Following are lessons, insights, and advice learned.Read More