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Article of the Week on ElderCareMatters.com: "6 Mistakes Your Trustee Can Make That Can Spoil Your Trust"

dsullivanDennis B. Sullivan, Esq., CPA, LLM
Estate Planning & Asset Protection Law Center of Dennis Sullivan & Associates
888 Worcester Street, Suite 260
Wellesley, MA  02482
781-237-2815
Member of the national ElderCare Matters Alliance

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Article of the Week on ElderCareMatters.com: "What do most of us want more of?"

pbenedictPhilip C. Benedict, CFP
Benedict Financial Advisors, Inc.
Atlanta, Georgia  30328
770-671-8228

Member of the national ElderCare Matters Alliance

What would make most people happier? Better health? More friends? More time with children and grandchildren? 

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Take a critical look at financial instruments

Jeff Bernier, CFP, ChFC, CFS

 By Jeff Bernier, CFP, ChFC, CFS
TandemGrowth Financial Advisors, LLC
Roswell, Georgia
770-641-6360

Member of the national ElderCare Matters Alliance,
Georgia chapter

In the face of volatile investment markets, rising medical costs, increased taxes, and uncertain social security benefits, many retirees are looking for solutions.

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INVESTING: Avoiding Long-Term as well as Short-Term Risk

Jeff Bernier, CFP, ChFC, CFSBy Jeff Bernier, CFP, ChFC, CFS
TandemGrowth Financial Advisors, LLC
Roswell, Georgia
770-641-6360

Member of the national ElderCare Matters Alliance,
Georgia chapter

When was the last time you talked with an investment professional who didn't promote diversification? Stocks, bonds, cash, real estate, some international as well as domestic investments–it's called asset class diversification and it's a principle of sound investing.

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