Critical Estate Planning Documents

Category: Wealth Protection

June 29, 2012  |  

Critical Estate Planning Documents

According to The Council for Disability Awareness, over 36 million Americans are classified as disabled (12% of the population). How do you protect yourself and your heirs in the event of disability? I recently wrote about the importance of having a will in place. But a will does not protect you if you become disabled […]

April 25, 2012  |  

Protecting Your Wealth

Taking a comprehensive approach to managing your wealth means more than just managing your investments. It requires comprehensive wealth management betting colludes wealth protection. There are essentially 2 ways to protect your wealth: Mitigating risk means taking actions that will minimize your exposure to risk and, should that risk occur, minimize its impact. Transferring risk […]

April 16, 2012  |  

The Long-Term Care Dilemma: Insurers Leaving, Premiums Increasing

We often receive questions about long-term care insurance and those questions have increased lately with the news that several insurers are leaving the long-term care market. While most of our clients have done a fantastic job of accumulating assets and self-insuring their long-term care needs, parents, family and friends may benefit from the following insights […]

January 27, 2012  |  

Fear, Greed and Investment Decision Making

Fear and greed cause investors to make bad decisions. Meir Statman is a pioneer in behavioral finance, the branch of economics that considers the influence of emotions on investor decision making. We had the opportunity to interview Meir after seeing his presentation at a recent conference. Among other things, he discussed: How framing and hindsight […]

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