Posts made in July, 2011

Market Report Data

Posted by in Blog, Resources

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July Market Report

Posted by in Audio/Video, Blog, Video

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Message to Investors

Posted by in Audio/Video, Blog, Getting There!, Video

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Financially Smitten Guest Post

Posted by in Blog, Resources

Very pleased to have the opportunity to be featured on Lora Sasiela’s Financially Smitten Blog! To be in the company of Kathleen B. KingsburyBarbara Stanny, Manisha Thakor, as a guest writer is a real privilege. I encourage those of you who have not visited Financially Smitten to take a look, particularly at her Money Vision Board eBook!

For those visiting from Financially Smitten, click Resources above and scroll to the right for the book excerpts and the free advisor questionnaire.

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Center for Retirement Research

Posted by in Blog, Resources

The Center for Retirement Research is based at Boston College. The goals of the Center for Retirement Research are to promote research on retirement issues, to transmit new findings to a broad audience, to help train new scholars, and to expand access to valuable data resources.

 

The Center just released a new publication that is free as an eBook or available for purchase through the Center for $2.15. The Social Security Claiming Guide is simple but comprehensive. I highly recommend anyone in the 45-70 year old range to get a copy. It provides everything you need to know about making “the most important financial decision of your life”.

 


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