Month: January 2021


What is Your Greatest Financial Fear?

Global financial crisis • stocks crash • global pandemic • record unemployment • foreclosures rise • banks collapse • markets in disarray • Wall Street panic • billions lost • retiree benefits take another hit • your state is bankrupt • Ebola outbreak • deep recession • lost decade • jobs crisis • housing bubble…
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January 26, 2021 0

I Don’t Like Trusts

Google How many types of trusts are there? and I dare you to find an exact number. The point is that there isn’t one. There are three primary classes of trust (Revocable, Irrevocable and Testamentary). Beyond that, though, there are dozens of trusts at the very least. Just to rattle off a few… ·   Revocable…
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January 18, 2021 0

The Retirement Dream

Imagine that you’ve worked 45 years and saved all you can. Your dream now is to retire near your children so you can watch your grandkids grow up. One year out from this becoming a reality you visit a retirement planning specialist. You cannot wait to hear the words “you can do this.” Instead, you…
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January 4, 2021 0