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Plan to Protect Financial Resources From Yourself

After three decades as a financial planner, I’m seeing more and more clients reach, not just retirement, but their final years. An issue that becomes especially important at this stage of life is how to protect your financial resources from an unexpected threat—yourself. One of my saddest professional experiences came several years ago when one […]

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South Dakota – Making Lemonade out of a Lemon

I wrote of the economic decline of the US, from the world’s 3rd to the 18th most free economy in 10 years,  in last week’s column. I ended the column wondering if the US would reverse its slide to economic mediocrity. The 2012 election makes it very clear that our slide to a more government controlled economy will not […]

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