THE WEALTH STRATEGIST
Nov 26, 2008  Volume 3 | issue 11
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Peace of Mind… Have You Found Yours?

by David N. Smith, CFP®, ChFC, CLU

Is there a price for peace of mind?  In today’s world there is so much going wrong that the price of “Peace of Mind” (POM) is at a premium.  POM is relative to the individual.  For some it could be a minimum value of your portfolio, job security...

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Unsuspecting Portfolio Risk

by Amaury S. Cifuentes, CFP®

Investors are no doubt feeling the pain this month (along with previous months this year) when they open their brokerage statements and find disturbing market losses in their investment accounts. However, there are also other risks that can...

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Estate Planning- IRA Disclaimer Rules

By Steven T. Merkel, CFP®, ChFC

Saying "no thanks" or refusing an inheritance, now who in the heck would want to do something as stupid as that?  Well, if it's debt you stand to inherit, we would both make a run for the hills.  But wait, what if you're in line to inherit...

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