As most of you know, I embarked on an ambitious educational goal to become a Certified Financial Planner last October. I’m currently half-way through Boston University’s online program and have covered the first three sections consisting of Financial Planning, Insurance and Risk Management, and Investments. To say that the studies are thorough is an understatement!! […]
Certified Financial Planner Status Read More »
Yes folks, that is how much the S&P 500 index has climbed (from March 9, 2009, to February 15, 2011) since the bottom of the 2007-2009 recession. The S&P 500 index bottomed at 676, and today it closed at 1,328. What does that mean to you? If you stuck with your broad-based equities investment through
S&P 500 Index….96% Up!!! Read More »
Taking this question directly to my clients, the following phrases have been used: “Peace of mind. –Tax-free growth of an investment with protection from a downturn in the market. — Potential tax-free withdrawals. –My family knows I care. –Gives me a sense of responsibility. –A side savings account that functions similar to a Roth IRA…but
What do YOU get out of YOUR Life Insurance? Read More »
You know that loose step by the entrance way on your home? How much would it cost to fix? How much could it cost you if someone trips and falls because of it? Probably $75 to fix it, and possibly more than $100,000 if someone sues you and wins. As the title of this article
