What’s in your wallet?
Why must we carry everything we own in our wallet or purse? Is this the final resting place for all papers and cards?
Don’t be a sucker! Stay off the S*it List!
The power is in the repetition. If I see it over and over again, well then it must be true!
Protecting against losing everything – Part I
"Dad was billed for physical therapy several times after his death."
Ins and outs of reverse mortgages
I have been intrigued by the concept of a reverse mortgage for some years.
What the heck is cryptocurrency?
I am assuming that most of us, if not all, have heard about something called bitcoin. Bitcoin is the most visible and only one...
Protecting against losing everything – Part II
$16 billion was stolen from 12.7 million U.S. consumers in 2014.
The flip side of a trade war
The United States has started an economic war with most of the rest of the first world which could have disastrous consequences for me, my country and for the targets of this war.
Plan ahead and keep your loved ones happy
Petty differences and resentments can split siblings apart.
5 Tips to diversify your investment portfolio in 2018
All successful investors, fund managers, and financial advisers have diversified portfolios. The reason why people need to put their money in different financial channels...
Senior fraud: Do we need more laws? Nope!
A client posed this thought-provoking question: Are the laws are strong enough to control elder fraud? Do we need more laws?