With financial planning, not only do you map out your dreams. Even better, you create a plan for making those dreams a reality. Have you always wanted to visit South America? Let’s set a time to make that happen! Is your fantasy a patio...
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Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do - should he stop paying into...
A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite holding several million dollars in stocks and bonds, as well as rental properties, the client’s income is limited. In fact, the client is so...
Can I interest you in a car that has a built-in dishwasher? It’s just like a regular car, but unwieldy to drive, and more expensive to purchase and maintain. The automobile-dishwasher has huge downsides but, just think of the upside: you can do your...
Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.
Imagine wandering around your favorite department store. There is a massive sale – with many products being sold below cost! The deals are so good, that you wonder if the merchandise is any good. “Perhaps,” you think to yourself, “they must be knock-offs. “Or,”...