September 2013

An article I wrote was featured on the Financial Planet website recently. In this post, I suggest that financial advisors should copy some of the practices of athletes! You can read it HERE

Famous People Who Failed to Properly Plan
While the importance of estate planning cannot be overstated, there are plenty of examples of celebrities who died with poor, or nonexistent estate plans.

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It's Time to Review Your Life Insurance Needs
When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected. Take some time to review your life insurance needs.

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Is College Debt the Next Bubble?
What might a 23-year-old recent college graduate, a 45-year-old entrepreneur, and a 60-year-old pre-retiree have in common financially? They may all be hobbled by student loan debt.

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What rate of return should I expect from stocks?
When planning for income or long-term goals, focusing on real returns could help keep your expectations realistic.

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What return are you really earning on your money?
To translate a given rate of return into actual income or growth potential, you'll need to understand the difference between nominal return and real return.

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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 2013

I© PennyTree Advisers, LLC 2014