I do not hide the ball from my clients and prospective clients. I am more than straightforward with my advice about where to store their wealth since I even publish my recommendations. But there are dangers to being this overt and frank. One is the danger that my advice could be misconstrued or over-simplified. A (Continued)
I get asked “money” questions all the time. The most common query by far is: “I have some money in an old 401(k). Do you think you could do anything with it? It’s just sitting there and I don’t know what to do with it.” I hate that question. I have nothing against the person (Continued)
When telling jokes one ought not lead with the punchline. Though I am not telling a joke, I will lead with the conclusion: It is impossible to escape the trials and tribulations of life and the more that we try to do so, the less we understand life itself…or the Giver of Life. On my (Continued)
In August of last year, I left health insurance behind and joined the ranks of the uninsured. Well, sort of, but I will get to that in a minute. Yes, I decided to go without COVERAGE. I left the holy mount of Jerusalem (healthcare benefits) and went down to the lowly town of Jericho (a (Continued)