Mistake # 1. Poorly designed or improperly integrated wills. Joe, a utility contractor, came up to me after one of our seminars and said, “I liked your talk. I wish I Read More...
Why An "I Love You Will" Is Not Enough
If you are like most people, you have the most common type of will, the “I Love You Will.” It says, “I leave all my assets to my spouse, and upon the death of my spouse, Read More...
How To Avoid The Fear, Hope and Greed Cycle of Buying Stocks
Most people are generally familiar with the basic rule of investing, which is to buy low and sell high. Yet, few follow this guideline. Why? It is too easy for Read More...
How Being a Rock and Roll Drummer Prepared Me to be a Financial Planner
Back in the day, I was a professional drummer, playing with such music greats as Bette Midler, Manhattan Transfer, Barry Manilow, Mary of Peter, Paul & Mary, Chuck Read More...
Buying stocks is like buying shoes
My daughter Kayla is a wonderful blogger and an expert shopper. She recently blogged about her online shoe buying experience. She found a pair of Steve Madden shoes Read More...