August 2014


"The reports of my death are exaggerated." - Mark Twain

I feel a bit like Mr. Clemens this week since Investment News did a profile piece on me entitled "When Time Runs Out." The article is on the importance of continuity planning for financial planning practices and my belief that I would get around to developing a viable continuity plan sometime in the future. Of course, cancer changed that and now I am evaluating how best to help my clients under less than ideal circumstances. But, I want to be clear that I do not believe that time has run out for me. I am in treatment. The results will be determined over the next several years. When the cancer returns - as it almost certainly will - I'm hoping for even better treatments to be available. I will persevere. I am a Red Sox fan - it is what we do. If you are interested, Here is a link to the article and video:      Click Here  


A View of Health Care from Around the World
The United States health-care system has been impacted by the Affordable Care Act (ACA). But how does delivery of health care in the United States compare to that of other nations?

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Retirement Myths and Realities
We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common retirement myths to consider.   More Details


How the Windsor Decision Affects Retirement Plans
The Supreme Court's Windsor decision, which in June 2013 struck down part of a law that defines marriage as between one man and one woman, affected the administration of qualified retirement plans. Both employers and plan participants may want to review the details.  More Details

Why are you paying more at the pump?
Have you ever stood at the pump wondering why you're paying so much to fill up your vehicle? The answer is ... complicated.

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Chart: Ten-Year History of U.S. Average Gas Prices
This chart illustrates the ups and downs of U.S. gasoline prices over the past ten years.

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This information is not intended to be tax or legal advice. It is provided for your education only by Pennytree Advisers, LLC. Individual circumstances may vary.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014.

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