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A few months ago, we had a recent widow in our office. She is in her 80’s, and so was her husband who recently died. It was one of those marriages we see often with that generation, wh »»» read more
lifestyle - 1st Quarter 2011It's About Choices
One of the more interesting parts of being in our business is that I often get to become an anthropologist, and study people and the decisions they make. While the discussions we have with c »»» read more
lifestyle - 3rd Quarter 2011 | Keywords: Investment BehaviorThe Old Days
Remember back in the old days, when the whole family would gather around the television after dinner to watch the news? Coverage during the Vietnam War comes to mind. There were just a few s »»» read more
lifestyle - 1st Quarter 2010Blueprint
“If I had all the money I ever needed, I would ______”. Seems simple, but what a powerful question. So tell me, what would you do? Spend more time with family? Volunteer? Travel? »»» read more
lifestyle - 1st Quarter 2009 | Keywords: Investment BehaviorBefore “The Day After”
Elmer and Eva have lived a fairly traditional American life, especially for folks who were part of the WWII generation. They have been married for over sixty years. They live on the same str »»» read more
lifestyle - 4th Quarter 2008 | Keywords: Aging Issues