economy, retirement

Trick or Treat? The Potential Downside of Tax Reform for Investors

      There is an old story that goes “beware what you wish for…” Things don’t always turn out as expected.   Along those lines I watched a fascinating interview of Tom Lee, head of research at Fundstrat, on Bloomberg this morning.   His feeling is that a Tax cut, as it is currently… Continue reading Trick or Treat? The Potential Downside of Tax Reform for Investors

disability, life insurance, protection, retirement

Can Your Financial Plan Last to Age 149?

A recent article out of South Africa cites Betje de Vroome as the oldest living human being. She was born Sept. 24th, 1866… The world has literally changed before her very eyes. *   Think about how family members are now living longer. While people used to live into their 70’s, people regularly live now… Continue reading Can Your Financial Plan Last to Age 149?

Climate change, economy, retirement

How to guarantee retirement

  I recently read a post on LinkedIn which sounded the alarm bells that the “time is running out” for your retirement account. I found it offensive and in poor taste, playing on the fears of the public at large. Throughout most of 2015 there has been a palatable undercurrent of fear in the market…… Continue reading How to guarantee retirement