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“This Time is Different”

The last few weeks I’ve met with clients and prospective clients who are very afraid of where our country is headed due to the climbing Federal deficit, the fall in interest rates, and the decline of the dollar vs. other currencies. Some have purchased gold or silver...

Confronting Your Personal Debt Ceiling

(from Carl Richard’s New York Times’ Bucks blog, 4/18/2011 – click here for the original post.  Carl  is a certified financial planner in Park City, Utah. His sketches are archived on the Bucks blog and on his personal Web site, www.BehaviorGap.com.)...

Small Tasks, Big Impact

We’ve had a slew of things come across our desks recently that are little things that can be done that can go a long way in protecting our assets & our families in various ways. We wanted to share those briefly with you in this week’s blog. Next of Kin Registry...

Resetting Expectations

With interest rates remaining near historic lows, many clients have been refinancing their mortgages over the past few months. A lot has changed since they took out their loan or last refinanced, and not just with interest rates. I’ve heard from more than one person...