Archive | October, 2012
MaleCaregiver2

Men Do It, Too!

The Caregivers Challenge Let’s Hear It For The Boys! This post is a personal one. It’s a public thank you to all the guys out there who are stepping up to the challenge; the challenge of caregiving. Guys… I’m speaking to you… you know who you are. Caregivers come in many shapes and sizes.  Some […]

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What's a Fiscal Cliff?

The fiscal choice: Cliff, ledge or ladder

The fiscal choice:  Cliff, ledge or ladder A free white paper for your review Dr. David Kelly is a well-known and well respected economist with J.P. Morgan Asset Management.    One thing I’ve always appreciated about him is that he speaks so lay people can understand him.  As you may know, economists are not known for […]

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Holding Hands with Elderly Patient

Long Term Care Insurance – Is it Right For You?

Sara and I are finding that we are having more and more conversations with clients in regard to Long Term Care planning. Many of our clients are caring for aging parents and recognizing the challenges this creates for families.  The baby boomer generation has brought with it a unique set of challenges. Greater numbers of […]

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Walter Issacson

Leadership. Service. Innovation

Inspirational and thought-provoking words by themselves, these words come to life when stories are shared that relate to each of them. Recently we attended our ConnectEd conference.  This conference provides the opportunity for financial advisors from the three Advisor Group broker/dealers to come together for several days of education as well as an opportunity to […]

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