Archive for February 2012

Avoid costly retirement mistakes

Feb 28th, 2012 | By | Category: 3rd Quarter (Age 40-60)

by consumer reports The shaky economy has caused many Americans to rethink their retirement plans. Some say they’ll put off retiring and try to save more money. Others say they don’t expect to retire, either because they don’t want to or they can’t afford to. While none of us can control the economy, you can [...]



Neither Fish nor Fowl: The Hybrid Boom

Feb 28th, 2012 | By | Category: Investing

by Jim Parker Vice President Dimensional Funds Advisors Investors are being flooded by a wave of securities known as “hybrids.” These instruments combine the qualities of debt and equity, and offer an additional return over plain cash. So far, so good; but what are the risks? Hybrids have been around a long time, but there [...]



Whitney Houston Leaves Behind a Legacy of Music and Estate Riddled With Confusion

Feb 28th, 2012 | By | Category: Featured Articles

 Every once in a while a high profile public personality passes away with either an inadequate estate plan or a wonderful plan and it is an occasion for others to realize they have unfinished business with their own estate plan. This is an interesting article from The Trust Advisor.com worth reading. by Scott Martin, Senior [...]