What to do when Your Adult Child Comes Looking for a Loan
It’s an unfortunate sign of the times that an increasing number of adult children, caught in the
In practice, the question often arises as to why a single woman should own life insurance. Before answering it, it might be instructive to consider some
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The decision to buy life insurance is one of the most critical decisions we make, which is why the decision as to which type of life insurance policy to buy can
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Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule; however, when the structure and
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What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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When you have excess cash flow and assets to invest, you can choose from a vast number of different types of investments, which can be a daunting task due to
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If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent, having your money work
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As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the
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Many investors, especially those still reeling from the 2008 – 2011 stock market roller coaster ride, have developed a low tolerance for volatility. As a result
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Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: a defined benefit pension plan that guarantees a
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Although we are in the business of building wealth for our clients, we are always on the lookout for those “pearls of wisdom” from the ultra-rich that might
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Watching the roller coaster ride of the stock market can make many investors queasy. Even though the stock market has, historically, always trended up
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