Lee Rosenberg, CFP |
July 13th, 2009
As you attempt to build your financial life over the coming months and years, consider that if you are not working with a trusted financial advisor, you should make this priority number one. I have been a certified financial planner for the past thirty years and have always reminded clients that good financial advice doesn’t cost, it pays in more measurable ways than you can imagine.
But today, never has this been more true. Given the current world financial collapse, it has been the watershed event that proves that no one
Henry Montag, CFP, CLTC |
March 25th, 2009
People today are living longer, 80 is the new 70. Therefore, new thoughts and strategies must be given to the subject of how people can make certain that their retirement income distributions are protected against a loss of assets. This loss would result in a reduced flow of income that will adversely affect their lifestyle during retirement
If it seems like all the attention has previously been placed on accumulating assets, you’re right! Emphasis by brokers as well as investors has always been on tax deferred growth, highest returns and lowest expenses, with hardly any attention paid to better managing risks or distribution planning
Vincent Russo, JD, LLM, CELA |
November 28th, 2008
Life seems to just get more challenging for all of us. Who could have predicted the economic 
crisis that our country is facing today? I am sure that we will all pull together as Americans and get through this crisis but we are in for tough times.
With that in mind, it is important to take steps to ensure that each one of us
