meritplanning on October 1st, 2010

Over the years as I have talked with people about their finances a common response is “well, I already have a guy”.  They are referring to their Stock Broker, Money Manager etc. I say to them “well, do you have a Plan or do you just have a ‘guy’?  Who is deciding what that guy needs [...]

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meritplanning on August 30th, 2010

I am always looking for new strategies and new ways to help my clients and loved ones to accumulate, protect and grow their wealth and recently I found a really good one. 

Basic Idea: Every time you lose a dollar you not only lose that dollar but all the compound interest you could ever have [...]

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