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One of the decisions we all need to make in retirement is how do we want to be cared for in our later ages when we may need some assistance.  I think for most people, they immediately think of long-term care insurance, which may help to offset the cost of skilled nursing care needs, but doesn’t address where or how care will be provided.  An option that covers the where

Stories, both fictional and true, are often great ways to learn lessons. Throughout history people have used storytelling to teach people important lessons about life. Some of the most famous examples are some of Aesop’s fables such as the Tortoise and the Hare. In personal finance, one of my favorite books is The Richest Man in Babylon by George S. Clason.

According to the website BrainyQuote, the famously reclusive Howard Hughes coined the phrase Money can't buy happiness. In reading about his life of producing movies, racing airplanes and dating glamorous women, I note very few times when he did, in fact, seem to have lived happily.

Did you just turn 50 and realized that retirement is coming soon? This article will help you determine if you are ahead of the game or lagging behind.

Whether it’s retirement or any goal, the way to give yourself the best chance of achieving success is to set specific, measurable, and attainable targets.

Since I’m on the leading edge of the Baby Boom generation, the Beatles have been an influence on my life for more than half a century. During their touring years, the least flamboyant of them was George Harrison, the lead guitarist and contributor of one song per album. After the band members went their separate ways, he became better known as a songwriter.

 

Interesting article from the New York Times. We have always been Fiduciaries and put our clients interests first and will continue to do so in the future. Can your advisor pledge to be a Fiduciary?

 

During February most of us begin to slip on our New Year Resolutions. The promise of what could be is now never going to be unless we find a way to recommit.

According to StatisticBrain.com 41% of Americans usually make New Year’s resolutions. The top three 2017 resolutions are:

AUTHOR: Mary Fetzer — August 9, 2016 (This article originally appeared on Avvo stories and has been republished with permission.)

New regulations require paid financial advisers to adhere to a “fiduciary standard” instead of the much weaker “suitability standard” when recommending retirement investments. What do these regulations mean for consumers?

Many great fortunes have been made by purchasing the right stock at the right time but the risk inherent in the stock market means that there will always be a role for bonds to play.