Odds & Ends

November 11, 2016 Providing care to an elderly loved one is a noble endeavor that should not be taken on without prior planning. Among the many considerations are: your finances, their finances, other family members’ finances, et al. Let’s begin with your finances. How will the care giving effect you? If you have a job […]

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May 29, 2015 If you own shares of a business that is publicly traded on a major exchange, selling them is pretty simple. You can look up the share price in a newspaper, which is difficult these days as stock listings in newspapers have become rather limited, or you can go online while calling your […]

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January 30, 2015 When was the last time you really understood what a computer programmer said? Computer programmers, like others involved in highly complex and specialized fields, tend to speak in what can be called “techno babble.” Their conversations are so laden with the jargon of the trade that they might as well be speaking […]

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February 27, 2015 Rumor has it that you should retain copies of your federal tax returns for 7 years. Is that true or is it just a myth? For how long should you keep the quarterly and annual statements you receive regarding your investment accounts? And, how long should you keep bank statements before tossing […]

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February 12, 2016 Being an independent wealth manager is not all that glamorous, there’s plenty of work involved. Much time has to be devoted to due diligence on investment products that seek to grow a clients’ net worth and insurance programs to protect them from losses. Being an entrepreneur, one must spend time not only […]

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