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June 3, 2014 in Insurance, Risk Management, Young Adult Series
In our last post, “The Ins and Outs of Insurance Coverage,” we described some of the ways an objective advisor can help you select from the wide range of good, bad and occasionally ugly insurance possibilities available. In this post, we share a case study, revised with permission from an original, advisor-oriented piece by Low Load Insurance Services, Inc. "I'm Covered with Group Disability at Work." Really? Look again...

January 29, 2014 in Financial Life Planning, Gratitude, Mindful living, Retirement Planning, SageBroadview News
Raise your hand if you’ve had multiple careers. Or does yours more closely resemble Alfred Feld’s? He joined Goldman Sachs in 1933 and remained there for 80 YEARS(!), until he passed away at age 98 last fall. Whenever he was asked about his longevity, he is reported to have replied, “I’m just lucky.” While all of us at SAGEbroadview come to financial life planning via more circuitous routes, we have...