Estate Planning

Oct162012

People do measurably better with a financial advisor than without one.

Go Figure…!

By Rick Tomalty on October 16, 2012 in Budgeting , Estate Planning , Financial Advisors , Financial Decision-making , Financial Literacy , Investing , Life Insurance , Retirement Planning , Saving , The Value of Advice with 0 comments

Just today, I woke up to a newscast that informed us of the resignation of a prominent political figure in our area. I suppose...

Sep082012

Financial basics that will help you start and finish strong

A virtual visit to

By Rick Tomalty on September 08, 2012 in Budgeting , Estate Planning , Financial Decision-making , Financial Literacy , Investing , Retirement Planning , The Value of Advice with 0 comments

At least once a week, our family visits the Mecca of consumerism – that bastion of capitalism – Costco. We joke amongst...