Tag Archives: certified financial planner

A To-Do List For A Surviving Spouse

This article came from Kiplinger.com and it's called "A To-Do List For A Surviving Spouse".   by Susan B. Garland Monday, August 29, 2011 The death of a spouse is one of the most devastating events of a person's life. To make matters worse, at a time when you feel incapable of dealing...
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Swatting Flies!

Black flies are driving me and my neighbors crazy this time of year! Learn how to identify and eliminate the financial flies in your house. This article is a must read!

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Health Care Reform Means Higher Taxes

The new sweeping health care reform will bring higher taxes to many taxpayers, and it won’t be pretty.

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SEC Wants To Hold Broker-Dealers To Fiduciary Standard

The SEC wants broker-dealers to be held to the same fiduciary standard as investment advisors.

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