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Month: June 2007

Investing in Intangibles

Watch this video on YouTube What is the life event that is the most likely to leave you broke or at least cause serious damage to your financial security? You might think it would be a business failure, a job loss, or a lawsuit. Nope. It’s a divorce. There’s a good...

“What Do You Mean, My Balance Is Zero?”

Watch this video on YouTube My office got an unusual number of phone calls and emails from clients in June. Most of them went something like this: “Rick? I just got my TD Ameritrade statement for this month, and it says last month’s balance was $873,000 and the...

Felines, Finances, and Pet Insurance

Watch this video on YouTube Menu Foods made headlines earlier this year with its nationwide recall of pet food contaminated with melamine, which is particularly lethal to cats. My initial reaction to the news was an impulse to go pick up some of the offending cat food...

Retirement Expectations and Retirement Reality

When it comes to retirement, often what many people expect doesn’t turn out to be reality. Take the case of what you think you’ll be spending when you retire. A recent survey on retirement spending done by Fidelity Research Institute shows that many retiring Americans...

Avoiding Unhappy Retirement Surprises

One of the services most requested from a financial planner is helping clients determine how much they need to save in order to retire comfortably. The biggest obstacle to anticipating retirement needs is the unexpected. Unanticipated changes in portfolio returns,...