Events, Retirement
The truth is… you can go home again. And I can’t wait!
As a graduate of Kenwood High School (Class of ’81) and Essex Community College, I am excited to be coming home to not only reconnect with old friends and visit with my family, but to also share my story... Read More
Retirement Tips You Can Use
Huffington Post, Life Insurance
Three Lessons from the Ultra Wealthy About Life Insurance
At my company, we regularly work with high net worth individuals and some of these folks have tremendous wealth. Earlier in my career, I would be somewhat intimidated by them because they had amazing stories of success, and they... Read More
Huffington Post, Retirement
Can You Be More with Less
We live in a materialistic society, and we are constantly bombarded with messages telling us that we need the latest new thing – bigger, better, faster, and more luxurious. We want to keep up with the changing times, so... Read More
Huffington Post, Retirement
Think Small and Dwell Down for Retirement
Your house is growing. From 1978 to 2013, the average single family home grew from 1,780 to 2,660 square feet. This means more house to heat and cool, more space to clean and maintain, and more room for more... Read More
Retirement
New Rules Make Significant Changes that Will Affect Millions Planning for Retirement
On April 6, 2016, the US Department of Labor issued new regulations for financial advisers and brokers that require them to act in the best interest of their clients when it comes to retirement and 401(K) accounts. Under new... Read More