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Best Interest

2016-09-12T13:06:34+00:00

[vc_row][vc_column width="1/1"][vc_row_inner][vc_column_inner width="1/2"][vc_column_text]This week’s Update continues my ongoing discussion concerning the changing financial services’ landscape due to the new DoL Fiduciary Best Interest rule. As I’ve stated before, beginning in April 2017, financial professionals will have to disclose all fees that accompany certain investment products, such as IRAs and qualified annuities.  Not only must advisors [...]

Evolution

2016-08-24T15:09:45+00:00

Marea and I went to a Barbra Streisand concert at the TD Garden in Boston on Tuesday evening with our neighbors, Lara and Roland.  While I have enjoyed Barbra’s music over the years, I had little interest in seeing her perform live.  The festivities began with dinner in Boston’s famed North End.  Roland took charge [...]

Graduation

2016-06-28T09:48:24+00:00

June is a truly beautiful time of year.  Mild weather makes afternoon walks more enjoyable; my golf game continues to decline, and there are plenty of family gatherings to celebrate different events –specifically graduations.  In fact, I have attended multiple parties this month.  Christopher graduated from Suffolk University, and Nicole and Ed Jr. both graduated [...]

The Alarming Cost of Out-Of-Network Health Care Services

2016-06-01T10:02:22+00:00

While preparing HealthView’s 2016 Data Report, I learned something thought-provoking about out-of-pocket medical expenses. As I was reviewing some data, I uncovered what appeared to be a statistical error: the Report was projecting that pre-retirement out-of-pocket expenses would increase by around 7% annually, compared to an in-retirement rate of 3%-3.5%. Put another way: a 40-year [...]