Month: March 2012

  • start of estate planning research project

    Today I launch a rew research project on the failure of the estate planning industry to impact middle America. For the first time, a video journal will be published of my progress. Launch of estate planning research project   http://youtu.be/uWYHnHxPlZc

  • reading notes FP magazine March 2012

    Bob Veres writes about need for advisers to be more courageous, show confidence and commitment in March 2012 edition of Financial Planning. “I make millionaires”. Planning for lawyers: a partnership interest, a retired.enter plan, vacation home and an ego. LIFE SETTLEMENTS: Market for selling life policies early is hurting get. WEalthstation from SunGuard also entering…