Forecasts

Do you understand what your advisor tells you?  Or what you hear in the financial press?  Really?  Or do you just nod your head when they start to use terms or phrases that you are not familiar [...]

I am a big advocate of the notion that as people mature and approach their 60’s and 70’s they can still pursue new opportunities, whether they are personal or professional.  Over the [...]

I drive a Honda Accord and the battery recently died.  So the radio wouldn’t work.  What a disaster, right?  For a few days I had to drive around and just think to myself.  How painful! The [...]

Yes it is!  So there.  I don’t care if the overwhelming wisdom in the financial services industry is that when you invest for your future, for the long run, you have to have a portion of [...]

For years I have felt that Long Term Care Insurance is an important tool that people can consider to protect their assets.  I encourage my clients to evaluate the cost and benefits of a policy [...]

Financial advisers like to use different methods and tools to convey ideas. The intention, in theory, is to help the average investor better understand some of the more complicated aspects of [...]

The name of the book is If You Can.  This “book,” if you can call it that, has gotten attention from some corners of the financial services industry.  While you may not be familiar with Bill [...]

As you consider your future, you might have realized that retirement is not what it used to be. Or it may not be what you hoped it was going to be.  Or what you thought you wanted it to be may [...]

The Financial or Retirement Plan.  Are you in the market for a financial or retirement plan?  At PlanVision, we support planning a lot!  We actually think that the process of planning for your [...]

As you think of your future and contemplate your retirement (or a period of time that you have more financial flexibility), you begin to wonder what your life will really be like.  Who will you [...]