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Long Term Care - Caroleann Burr
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Presentation outline by Caroleann Burr.
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The Annuity 99 percents of Clients Should Avoid
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The personal finance commentator talks about the type of annuity she has a ‘new respect’ for and one that most clients should avoid.
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Study - Some 20 percent of Oppenheimer financial advisers cited for misconduct
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A new working paper by business school professors at the University of Chicago and University of Minnesota also found that industry-wide 7% of financial advisers have been disciplined for misconduct.
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Friendly Fire - When Family Can't be Trusted
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Though there may be times when family members become useful support systems, there can be other situations in which they are circling vultures.
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Does Diversification Trump Performance
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Every good planner preaches the glory of diversification. It is a core investing philosophy and a committed approach, rather than a trendy tactic.
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Booster Shots Recommended For Adults
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I just turned 65 and would like to find out what types of vaccinations are recommended to Medicare beneficiaries and how they are covered.
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A Stanford Psychologist Says These 6 Things Are The Keys To Happiness And Success
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If you want to be successful, you should work as hard as possible and suffer, right? Or so we’re told.
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A Golden Age for Real Estate Gifts
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When advising clients who are considering the best ways to make significant charitable gifts, it can be helpful to begin with what I refer to as the “anatomy of a gift.”
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No More Drama - How To Talk To Your Family About Money
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Conventional etiquette says it‟s rude to talk about money, but the truth is, it‟s just really uncomfortable.
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How to Explain Fiduciary Duty to Clients
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The basics of best interests.
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