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May The Odds Be Ever In Your Favor

  The Hunger Games was a bestselling novel that was subsequently made into a movie.  Both were awesome.  The setting is one where the Capital is abundant in riches.  The outlying 12 Districts are all living in poverty.  Every year


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Estate Planning Lessons Learned From My Moms Estate

  My Mother passed away this year at age 84.  While her estate was fairly modest, here is some estate planning lessons we learned about her estate. Give While You Are Alive   My mom’s estate was modest.  She had


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3 Reasons Affluent Connecticut Residents Should Consider a Roth Conversion

  Affluent folks in Connecticut should consider doing a Roth Conversion.  What is a Roth Conversion? This is when a distribution is made from an IRA, taxed and then converted into a Roth IRA. Here are Five Reasons the Affluent


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True Confessions

  Sorry for the dramatic headline.  Most of you that know me are aware that I’m pretty conservative and not one for grandstanding.  Don’t worry—I’m definitely not qualified to write for the National Enquirer, and no, I won’t be discussing


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6 Easy Ways a Financial Advisor Can Add Value

1) Risk Management   I know risk management is just another term for insurance. No one wants to read about insurance, much less buy more of it. Insurance however is just a way to share the risk. There are many risks


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