From the Wealth Protection Tag

Revisit Your Life Insurance Coverage Before You Retire

Given the state of the economy and the threat of Medicare and Social Security cuts, “retirement” has unfortunately become the new dreaded dirty word in households. While plans to cut expenses are being discussed […]

Dissecting Bernanke’s June 22nd News Conference

Federal Reserve Chairman Ben Bernanke held a news conference on June 22nd shortly after 2 pm, following the Fed’s policy meeting. As usual, the market vividly showed it’s opinion of Mr. Bernanke’s comments: Oh […]

Wealth Transfer Techniques

Given how each president more often than not tweaks the country’s tax rules as well of other related policies after entering the White House, it’s a good idea to revisit certain techniques in order […]

5 Things Ronald McDonald Can Teach Us About Job Security

Of all of the people we would never expect to lose his or her job, Ronald McDonald recently had his job threatened when the healthcare industry raised serious concerns over having him as the […]

Your Home Fire Safety Financial Checklist

Country star Trace Adkins and his family just endured a devastating home fire.  What thankfully saved them was having a home fire safety plan.  It involved determining a meeting place ahead of time to […]

Baby Boomers May Be the New Winners

Baby Boomers have nine lives. As teenagers, they benefited from profound yet positive social change in the 60’s and 70’s. As young adults, they profited during the “Greed is Good” era of the 80’s. […]

Risk or Return…or Both?

Imagine for a moment you were presented with the opportunity to swim across the Hudson River in a contest for $1M.  The unique aspect of this content is that as long as you crossed […]

How New Yorkers are Creating Wealth

Startups are popping up in New York like whack-a-mole.  Whether it’s a technology startup or hedge fund startup, individuals in the Big Apple are manifesting their independence in an Eastern startup surge. It’s no […]

When Investing, Choose Liquidity…

…unless you really know what you’re doing. For example, say that a coworker whose opinion you respect asked you to drink a glass full of blue liquid.  No doubt you would ask your coworker […]

Which One of These Things is Too Big To Fail?

If you had money invested during the financial crisis that began in 2007, you may still be recovering from the bungee jump you may have experienced in the global financial markets largely brought about […]