If you have read the about me section, you’ll know I spend my days advising clients on all things financial. This typically includes reviewing investments, planning for retirement, and discussing goals for a clients estate. I also spend time reviewing health insurance options for clients when both spouses can elect coverage for the family, or… [Continue Reading]
iPhone apps for Financial Advisors
September 18, 2009 by · Leave a Comment
My wife claims my iPhone has been surgically attached to my right hand. While that isn’t entirely true, it isn’t much of an exaggeration either. Several friends of mine are equally devoted to their Blackberrys. The debate among us typically turns to the standard notion that Blackberry is for business, and the iPhone is for… [Continue Reading]
