(856) 235-6300


Category Archives: Managing Money

Post Image

10 Steps to Review Your Life Insurance Coverage

If you have been worrying about your life insurance coverage in light of the COVID-19 pandemic, now is the time to review your coverage. The most important thing to remember when it comes to life insurance coverage, a claim will be paid even if the cause of death is a pandemic such as COVID-19.   Ten […]

Read More
Post Image

8 Great Lessons I Learned From My Father

Financial Lessons Every Child Should be Taught As many states have extended student’s distance learning schedule I wanted to share excellent advice from an article written by Marguerita Cheng on the importance of a financial education.  Cheng’s advice from her father a Taiwanese immigrant who came to America in the 1960’s with $17 to his name […]

Read More
Post Image

Characteristics of a Great Portfolio

In These Unusual Times Let’s Examine –    What is an Investment Portfolio? Simply, put it is all the assets we own, not just our 401(k), Mutual Funds, Stocks/Bonds and ETF’s. The correct term is “Asset Base” because it’s assets (not debt) that give us long term financial independence. A “Great Asset Base” grows nicely […]

Read More

10 Commandments of Getting Along With People

Next week all of us will be gathering with family and friends to enjoy Thanksgiving dinner.  Some gatherings will be large, some small, some with family/friends we enjoy and others that we don’t or are just not fun people to be around. I think we all agree that Thanksgiving is a time to remember all […]

Read More
Post Image

Time to Review Your Estate Plan

What is an Estate Plan?  It states who gets your assets at your death.  Your Wills, Durable Power of Attorney and Health Care Directive comprise your Estate Plan.   There are 2 types: 1) The Default- Created by the state in which you live.  You may not like it’s terms.   2) The one you make and […]

Read More
Post Image

Which Pocket is Your Money In?

Where should we put our money? When we are on vacation, we tend to take higher amounts of cash with us. But to minimize the risk of losing it, we keep some in our wallet, maybe in our spouse’s and even some may be hidden in pockets of the suitcase. We diversify our vacation money. […]

Read More
Post Image

Peanuts from My Uncle

Even though he was my Uncle he called me (and everyone else my age) -“Son”.   So, “Son how are you going to cook these peanuts?”  For many years in early March he would give me a bag of shelled but not cooked jumbo peanuts.  They still had their skins.  Why? So I could do the same […]

Read More
Post Image

September To Do Item

Now is a great time to review your life insurance coverage before you get busy with fall and holiday activities.   Life changes and your benefits wants and needs follow.  Here are a few things to consider:   Does the amount of your policies provide the coverage you want? Inflation erodes the amount so adjustments may be required. Health conditions are a moving target. […]

Read More
Post Image

A Special Week

This week was a special week for 3 reasons-                                             Wednesday 6/14 was Flag Day and we hung our banners and flags with pride. I met a fellow practitioner for the first time who experienced the unimaginable – his wife died from cancer 4 years ago at age 39.  He has 4 girls and had done […]

Read More
Post Image

How is Your New Year’s Resolution?

I’ve already forgotten my New Year’s Resolution!   What was yours? Now that the holidays are well behind us and we have settled back into our normal living/working “groove” I urge you to consider this short article and chart about how we all spend our money. Each of us has financial goals and hope we will […]

Read More