THE WEALTH STRATEGIST
March 27, 2008  Volume 3 | issue 5
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Transfer on Death Designations

Steven T. Merkel, CFP®, ChFC

Losing a cherished member of your family is an emotional time, and it is never easy.  Not only is it hard dealing with the personal loss, but sudden medical bills, funeral costs, and other unforeseen expenses can follow it.  And don't fo...

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Successful Investors and Their Behaviors

Scott R. Schatzle, CFP®

Every investor has their own strategies and techniques they implement to achieve success. Warren Buffet, Peter Lynch, and John Templeton are know for having some unique techniques but they all share four common distinct traits which truly separate...

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