Evaluating Your Financial Advisor

When a new client was recently in the phase of interviewing our financial advisory business, he asked what one question he should ask that most prospects do not ask.  It was a great question.  I responded that most people do not ask in advance of establishing a relationship how the success or failure of the [...]

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How Obamacare Impacts You

For many individuals under the age of 65, the world of health insurance is about to become significantly more complex.  On October 1, the new health insurance exchanges, a result of the Affordable Care Act (ACA or “Obamacare”), will publish available plans and pricing.  On January 1, 2014, barring any last minute changes, the Affordable [...]

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