November 15, 2019
I typically use Stan’s World as a space where I share with clients various experiences in my life that might relate to them. Perhaps it’s
November 15, 2019
One of my daughters recently took a call on her cell phone because the caller ID showed the name of one of her sisters. But when she answered
September 30, 2019
I’ve detected recurring patterns when working with clients of different ages. Clients in their 40s and early 50s, for example, tend to ask
September 30, 2019
Who doesn’t get excited about buying a new car? You’ve finished haggling with the salesperson, removed all the loose change in the seat
August 15, 2019
We’ve previously written about helping young children to learn about charity and savings. Those lessons can be life-long, and life-changing
June 30, 2019
While a study involving Google and the DNA website, Ancestry.com, notes that our DNA may not play as big a role in our life expectancy as we all
May 15, 2019
Consumer Reports asked etiquette experts—Diane Gottsman and Julia Esteve Boyd—to recommend which service providers to tip, and the amount. These
May 15, 2019
Many investors aren’t aware of the concept of fee-only financial planning, so we’re sending along the article below from Financial Planning
Source: Direxion Funds
May 15, 2019
- FUTURE PLANS - 48% of households in America headed by individuals at least age 55 have no retirement savings, 26% have a
March 31, 2019
By: John Zeltmann
Stan and I will both tell you we have one of the greatest jobs in the world. Helping people plan for their retirement while
Source: Direxion Funds
March 31, 2019
- ALMOST ALWAYS - Since 1950, there have been 60 different 10-year periods (i.e., the 10-years from 1950-59, 1951-60
December 31, 2018
While the last time there was a significant change to the rules when selling a home occurred in 1997, many people seem to mix the old and