Financial Planning Blog

16 DecThe "R" Word – Winter 2008


In recent weeks you may have heard the “R” word bandied about. When discussing the economy, it is a dirty word!…

Read More

16 DecThe Financial Selling Panic of 2008 – Autumn 2008


The cheerleaders for recession were about a year early, but it appears that they finally have their way, partly due to…

Read More

01 JanOur Expert Panel – Autumn 2009


Like most everything else in our practice, our process has evolved over the years. I want to communicate to you a…

Read More

16 DecSilver Lining – Summer 2009


Looking forward, one silver lining is the big inventory decline. Inventory “corrections” like this one usually set the stage for economic…

Read More
time to buy insurance

01 MarWhen Is Insurance Suitable? – Spring 2008


There are different opinions as to the proper use of insurance. Here is my view: Insurance should be used to buy…

Read More