Can Annuities Benefit Your Situation

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON September, 11, 2016
Mention the word “annuity” at a social gathering and you are likely to get a wide range of reactions ranging from “expensive” and “loss of control,” to “lifesaving” and “sleep at night comfort.”  As with most things in life, the...

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Surviving, Even Potentially Prospering in Today’s Economy

POSTED BY MITCHELL KAUFFMAN, MANAGING DIRECTOR, CERTIFIED FINANCIAL PLANNER™ ON August, 12, 2016
Getting agreement among a group of people these days is probably more challenging than in recent memory. When it comes to the economy, however, virtually everyone concurs: This economic downturn is one of the toughest many of us have experienced...

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Navigating Divorce

POSTED BY MITCHELL KAUFFMAN, MANAGING DIRECTOR, CERTIFIED FINANCIAL PLANNER™ ON July, 09, 2016
Quick: Name the most stressful life experiences.  If you said death of a spouse/family member or close friend you would be close as these were ranked first and third respectively by a recent study.[i]  Actually, divorce was ranked the second...

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Bond Investing: Is Following Conventional Wisdom Always Best?

POSTED BY MITCHELL KAUFFMAN, MANAGING DIRECTOR, CERTIFIED FINANCIAL PLANNER™ ON June, 25, 2016
When it comes to bonds, the old adage “they ain’t what they used to be” may hold good wisdom in this challenging economic climate. Bonds are essentially loans that investors make to domestic and foreign corporations, U.S. and foreign governments,...

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Are ETFs Right For You?

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON February, 20, 2016
Ever feel like you are being “acronym-ed” to the point of distraction?   The financial world, with its own brand of terminology, has been accused of making things confusing. Consider the term “ETFs,” which stands for Exchange Traded Fund. These securities...

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