November 2014

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Take Time to be Thankful This Thanksgiving

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Every year that goes by these days seem to be shorter. Life has become so busy, hectic and crazy for most of us that time seems to accelerate. I hope you have some time over the holidays to remember all the great things in your life and to just enjoy who you are and where you are at. I know how hard it is to take the time for those things like family, friends, hobbies and ourselves. I know how “caught up” I can get, to the point where it is easy to feel overwhelmed and out of sync.

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Are You Headed to a Secure Retirement?

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Stockbrokers and most people who call themselves financial planners or financial advisors understand the wealth building process but have a difficult time converting those assets to the new reality of a retired person. Once retired, you can’t afford to lose capital, you need to keep pace with inflation, you must have a plan for the risks to your wealth (like health care and long term care costs) and you need the peace of mind that you won’t run out of money. Only then will you be able to relax and enjoy the retirement you have worked so hard to achieve.

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