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Bloomfield Hills, MI 48302

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Saturday, January 26, 2019

Keep Your Financial Reset Button Nearby! You may feel you have your finances in order and then WHAM some big life event happens and throws you off course or you simply arrive at a feeling of financial doubt and disarray. It could be...

 

Monday, January 7, 2019

How do you celebrate your financial success? There are important achievements in our lives we recognize with celebration. However, when it comes to celebrating our financial successes, we often don’t give it much celebration or...

 

Wednesday, November 28, 2018

As a financial advisor of more than 35 years, I’ve had the opportunity to see firsthand the strange tragedy that takes place when many people encounter a financial windfall - what we term “sudden money”. When it comes...

 

Monday, August 18, 2014

A trust is a legal entity that is central to a three-part agreement in which an individual — the trust’s "grantor" — transfers the legal title to an asset to that trust for the purpose of benefiting one or more beneficiaries. The trust...

 

Tuesday, August 5, 2014

Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance directive, to address this...

 

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Wednesday, July 9, 2014

Investors often concentrate on accumulating assets, but how much time and energy is spent on preserving those hard-earned assets for future generations? Not nearly enough. Have you considered any of the following strategies to help...

 

Wednesday, July 2, 2014

Planning for the care of parents has always been a part of the work that I do for clients. When I saw this today it touched my heart, reaffirming and crystallizing the importance of this part of my job. Posted by a friend of mine on...

 

Saturday, May 24, 2014

Beginning in September of 2014, the Social Security Administration will resume sending paper Social Security Benefit Statements in the mail. Paper statements will be mailed to workers at ages 25, 30, 35, 40, 45, 50, 55, 60 and older....