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Blog

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Eric Siegeltuch | Feb 11, 2016

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A

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Eric Siegeltuch | Mar 11, 2015

Annuity Investment Mistakes to Avoid

Investments

Making investment decisions has never been an exact science, nor is the process the same from one individual to the next. There are many variables that need to

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Eric Siegeltuch | Feb 11, 2015

Active vs. Passive Investing – Game On

Investments

Unquestionably there is an excitement that emanates from the world of stock picking, where fortunes are won and lost on trading floor arenas, and stock sleuths

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Eric Siegeltuch | Jan 20, 2015

Should You Have a Living Trust?

Estate Planning

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without

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Eric Siegeltuch | Jan 20, 2015

The Importance of an Investment Philosophy

Investments

If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment

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Eric Siegeltuch | Jan 14, 2015

Will You Outlive Your Income? How to be Certain You Won’t

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are

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Eric Siegeltuch | Dec 12, 2014

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

Article

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of

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Eric Siegeltuch | Dec 12, 2014

Saving Versus Paying Off Debt

Article
Investments

The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial

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Eric Siegeltuch | Dec 12, 2014

How to Create Order out of Chaos with Your Financial Records

Article
Investments

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those

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Eric Siegeltuch | Dec 12, 2014

Retirement Income Planning Requires Realistic Spending Assumptions

Article
Investments

If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule

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Eric Siegeltuch | Dec 12, 2014

Understanding Your True Risk Tolerance is Vital to Portfolio Performance

Article
Investments

As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished

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Eric Siegeltuch | Dec 12, 2014

Finance Lessons for Your Teen

Article
Investments

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and

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