All investors are not created equal. That’s why financial planners start their first client meetings with a discussion of money attitudes, goals and risk tolerance — the driver at the root of all investment decisions. Some planners do this by ...Read More »
As 2009 comes to an end, it’s time to take a look at where the mortgage market has been and where it is going. First, for those of you who have been scrambling around for last-minute shopping: If that included ...Read More »
Effective Sept. 23, entities covered by the Health Insurance Portability and Accountability Act (HIPAA) must follow different notification paths to mitigate the effects of a security breach, depending upon whether the breach involves “secured” or “unsecured” protected health information (PHI). ...
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The best estate planning begins early and is usually sparked or adjusted by major transitions in life — when a marriage is beginning or breaking up, when a baby’s on the way, or when a major career change or inheritance ...Read More »
Given the market’s recent volatility, it is natural for most investors to wonder when to invest in the markets. The answer is anytime, provided you do it on a systematic basis using a time-tested strategy — dollar-cost averaging. After all, ...Read More »
It is the season of giving, and you can do it in a double dose over the holidays. Everyone knows that the economy is bad and donations to non-profits/charities are way down. The good news is that the next time ...Read More »
Although my father-in-law is neither a judge nor a lawyer, he has been quite influential with respect to the approach I take in written and oral argument. There are many lessons he has taught me over the years since we ...Read More »