My favorite long-term care insurance agent keeps reminding me that the premiums on long-term care are about to go up for one of her best carriers. Another carrier, which requested…
In just a generation, retirement planning has changed. Workers of days past planned on three sources of retirement income: the government, their employer, and personal savings. Today, those three sources…
Clients, friends, colleagues, and family ask me often, Should I buy or lease my next car? This question seems to make people crazy. I can only imagine it’s because it’s…
Attention all business owners, sales people, and those in charge: As of today, Monday, September 20th, there are only 66 days left until Thanksgiving. People who have known me as…
Just when it seems like my clients have a fighting chance at retirement, something else comes around the bend. The NYT Magazine did an article a few weeks back about a…
This comes from what I refer to as “the cobbler’s kids’ file.” That comes from an old expression that “the cobbler’s kids have no shoes,” which refers to the fact…