THE WEALTH STRATEGIST
August 29, 2007  Volume 2 | issue 11
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Flood Insurance… Do I Need it?

Barbara A. Reilly, CPA, CSA

In the wake of the anniversaries of several of our worst recent hurricanes, touching on the subject of flood insurance is sure to be appropriate.  Many people were “caught” without flood insurance either because they didn’t think they needed ...

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Financial Planning Series- Part IV

Ruth Forehand, CFP®

Estate Planning…this is the last article in our series on financial planning.  Previously we have discussed cash flow and budgeting, investments and how to properly assess the amount of risk you should be taking to achieve your goals, and ris...

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Teaching Children about the Value of Money

Steven T. Merkel, CFP®, ChFC

Can I have this?  I want that…  When it comes to toys, junk food, video games, etc… many children can drive an adult crazy with their “I want” list.  If you’ve ever taken your kids or grandkids to the local Wal-Mart, a neighbor kid’...

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