Browse My Most Recent Articles

June 29, 2011
Ten key ingredients you should demand from your retirement plan and advisor

January 26, 2011
Why every family needs an end of life plan

January 6, 2011
Are your clients thinking about buying foreclosed property? Buyer beware

November 4, 2010
Creating the successful estate plan: a combined effort of several qualified professionals

September 1, 2010
Married men should not make a will — this is a dangerous illusion

August 24, 2010
70% of Americans die without leaving behind a will: What an opportunity!

August 13, 2010
The stock market: Is it safe to go back into the waters?

July 15, 2010
How avoiding estate taxes can actually create more taxes

June 14, 2010
How to create a smart end-of-life plan for your loved ones

May 12, 2010
How to help a client who loses a loved one

April 30, 2010
The top 10 reverse mortgage questions that seniors need answered

April 28, 2010
Top 10 reasons to pre-arrange your final plans and preferences

April 16, 2010
Bear markets should be welcomed, not feared

April 14, 2010
Retirement income planning can be a slippery slope

April 7, 2010
Every family should have a love drawer

March 22, 2010
If your best client died, would the family be prepared for everything?

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