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Classing Up the Place

If you’ve ever been car shopping or new kitchen planning, was there any limit to the amount of information you could consume? Brochures, internet searches, test drives, countless discussions with …

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Wow, what a week!

I hope you’ve had a great week in spite of the chaos surrounding us. Between the market’s tumult and multiple tragic shootings, I can honestly say that I’ve had a …

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Vegas: Lights And Sounds

If you read last week’s newsletter, you know that I was in Las Vegas, delivering a talk to financial advisors. While the talk went well, and I made a lot …

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What Happens In Vegas…

As you’re reading this, I’m in Las Vegas giving a talk to a conference for financial advisors and insurance agents. While I don’t love traveling without my family, and wouldn’t …

Special Planning for your Retirement Accounts

by Richard M. Chamberlain, Chamberlain Law Group Naming the right beneficiaries for your retirement accounts is critically important. With the right planning, you can maximize the benefit to your beneficiaries …

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The Fourth Dimension Weekly

The Fourth Dimension Weekly is an email newsletter that arrives each Friday morning. If you’re not receiving the Weekly, you’re missing out on timely, bite-size articles that will help you …

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Pension Income or Pension Lump Sum?

An expert that I greatly respect in the financial planning industry recently published an article describing how to evaluate whether to choose a pension income option or a pension lump …