Increasing Your Return on Life.®

Don't Be Caught Legally Blind!

When Your Child Goes Off to College

05/01/2013

Commencement signals the beginning of a new start for graduating high school seniors. As proud parents, we replay 18 years of memories, time invested, experience and love as we tried our best to prepare...

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Manage Risk in Your Portfolio

04/01/2008

To most people, ‘risk’ evokes negative images — driving faster than the speed limit, placing bets on ‘a long shot’ or traveling alone to unfamiliar places. Mention risk...

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Inheriting an IRA

Pay attention to IRS rules.

04/01/2008

If you inherit an IRA from a family member, be aware of the complex IRS rules that surround this account transfer. The requirements give your inherited IRA the potential to continue growing on a tax...

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Divorce and Your Money

A Certified Divorce Financial Analyst® (CDFATM) can help you avoid many common financial pitfalls with pre-divorce financial counseling.

04/01/2008

After his divorce, David went to a financial adviser to determine how to best position his assets. Together, David and his planner decided to do a total financial plan for him. During the planning session...

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Always Carry Your ‘Knife’

How to Survive an Anaconda Attack

04/01/2008

Sometimes our natural reaction to athreat is not the best one. With the liberal press screaming recession and the supposed economy experts scattered with opinions leaving people puzzled, investors are...

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Avoiding Mistakes in Evaluating Investment Managers

01/01/2008

Everyone wants big returns and everyone wants to beat the “benchmark” as way of saying my money is working well for me. While benchmarks have become center stage in investment analysis as...

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