Blog
Blog
Your Questions Answered: Should I Take Out a Home Equity Loan or a HELOC?
Kyle and Jenn purchased a historic home in the northeast. Owning a historic home can be a bit like the opening line of “A Tale of Two Cities”. If you don’t get the reference, you can hit Google after we are done. But Kyle and Jenn realized after living there a couple...
Your Questions Answered: How Are Your Clients Handling This Market?
Several weeks ago, the US stock market experienced some turbulence. In fact, in the span of just a few days, the Dow Jones Industrial Average saw a decline of 2,000 points give or take, or about 5%. I was at a party somewhere about that time, and someone who knows...
Your Questions Answered: Do You Work for a Financial Firm or Insurance Company?
I was at a dinner party on Saturday night and during a conversation, another guest became aware that I work as a financial advisor. Upon hearing this information he asked, “What company do you work for?” This is a reasonable question since all manner of financial...
Advice For Life
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
Can Your Medicare Choice Affect Your Return on Life?
We’re heading into Medicare’s annual open enrollment period. Whether you’re a new retiree or a current Medicare enrollee who wants to review your coverage…
Is Your Retirement Plan Missing an Essential Piece?
With retirement approaching, you have reviewed your numbers and perhaps are feeling good about what you see.
SMI Transition Planning
Ways to Fund Special Needs Trusts
There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for…
Why Many Physicians Still Won’t Partner with Family Caregivers
In my 23 years as a psychologist faculty member of a family medicine residency program…
Improving Science of Mental Health Care
In the United States, there is no licensing or regulation of education modules or talk therapies. Anyone can claim she has one that works…

Every month, Paul shares his thoughts, stories, and wisdom.