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Sandy & Your Insurance Coverage

Much of the news this week has been focused on Hurricane Sandy and the related damage up and down much of the Eastern part of our country.  We’ve had several clients effected in various ways and our thoughts are with those of you directly or indirectly impacted...

What You Can Control

In recent client meetings, there has been a lot of discussion about what we recommend to ensure our client’s portfolios can weather any potential market volatility or likely tax increases on the horizon.   Many people have accelerated income in 2012 by exercising...

Accounting for Health Care

I may sound like a broken record at times, but an effective financial plan goes far beyond investment selection. I was recently quoted in an article for an industry publication on how advisors approach Medicare and health care planning with clients.  I thought the...

The Dangers You Don’t See

Stocks have provided strong returns around the world this year, but evidence shows many people investing on their own are putting the bulk of their savings in cash and bonds.  Equities have nearly reached their 2007 record highs, but most are simply too scarred from...

Borrowing From Your Family, by Design

(from Ron Lieber’s article in the Your Money section of the New York Times on September 28, 2012.  Click here for the original article.  Ron Lieber is the “Your Money” columnist and editor of the Bucks Blog for the Times.) It’s much tougher than it used to be for...