fbpx

Month: December 2013

Real Financial Planning a Lifelong Relationship

Watch this video on YouTube Ron was in his 70s when he first came in to ask about engaging my services. He said, “My wife is upset. She’s lost faith in my ability to run our finances.” He handed me the latest statement of his retirement portfolio. I...

Who’s Your Marley?

Here’s an interesting perspective on the transformation of Scrooge as described in Rick’s co-authored book The Financial Wisdom of Ebenezer Scrooge. Justus Morgan’s December 4 “To Your Wealth” column for The Journal Times of Racine,...

Child Whole Life Insurance Has Low Value

Watch this video on YouTube When Susan came into the world in 1974, of course her parents wanted the best for her. At that time, one of the loving things many parents did for their children was to purchase life insurance policies on them. Parents had two reasons for...