Are Your Financial Goals Achievable? The Importance of Having “Your Number”

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON February, 08, 2021
Regardless of your level of affluence, studies show that you need to know what you want out of life before you can achieve it. So states the wisdom of Lee Eisenberg in his bestseller, The Number: A Completely Different Way...

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Can Innovative Strategies Help Address Your Long-Term Care Challenge

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON June, 22, 2016
When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need for long-term health care (LTHC) for you and/or your spouse. The cost of LTHC can be staggering and...

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