Hi Everyone,
Several readers wrote me and asked me very specific investment questions. I cannot answer this here for the following reasons:

Not knowing the full situation, I might give you incorrect advice
There are regulatory laws that prohibit me from giving you certain advice without you actually being a client of my financial planning firm.

I will try [...]

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Hi everyone,
One of my readers asked me if he should get life insurance now that his children are out of college?
I believe term insurance is an absolute must if you have dependents. Once they are gone, there are a few reasons for them. Let me list some:

Estate Planning – Permanent life might make for sense [...]

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Hello everyone,
Welcome to my blog and thanks for coming to my website.
Please send me questions by clicking here or the ‘Contact Us’ button above. I will try to answer these directly to you or write a blog about it if I feel it could be of further interest for more people.
I look forward hearing from [...]

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