On Tuesday, February 21 from 2:00 to 3:00 pm, I’ll participate in a panel discussion regarding retirement planning. The event will be at Fox Hill Cosmopolitan Retirement Living located at 8300 BurdetteRead More…
Are you prepared for divorce? In the Business Insider article, Emmie Martin writes about how to deal with divorce. Here’s an excerpt of commentary I provide in the article: A judge is going to careRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: The use of beneficiary designations is one issue that is not well understood and can lead toRead More…
Did you know it’s divorce season? In the Business Insider article, “January Is ‘Divorce Month,’” Emmie Martin writes about how to deal with divorce. Here’s an excerpt of commentary I provide in the article:Read More…
I was recently quoted in the Financial Advisor IQ article titled, “How to Really Attract Women Clients.” Each woman has her particular financial situation. It’s essential that the professionals in my industry avoid lumpingRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: As we enter the holiday season, we grandparents find ourselves wondering what to get theRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: Understanding Your Assets First, I suggest setting up the withdrawals to coincide with the timing of whenRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: Unfortunately, men and women rarely ask themselves two essential divorce questions as they begin the process orRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: One of the most difficult and emotional times in our lives is making the transition to retirement.Read More…
In this short clip, I provide an explanation of what “creative divorce” is. It’s only one minute, twenty seconds, so check it out! 🙂