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203-966-1212Posted on August 31st, 2017 by Carl Bulgini
Would you know a “confident saver” if you saw one walking down the street or in a crowd? My guess is probably not, and in a paragraph or two, I’ll explain why this may be so. CFP® Board recently surveyed 1,000 working Americans over 25, and “Confident Savers” emerged as one of four distinct demographics […]
Posted on August 31st, 2017 by Carl Bulgini
How do you like your pancakes? The Henn-na Restaurant in southern Japan now uses a robot chef that can complete your order without dropping a single pancake. Welcome to the new era of automation, right? In the U.S., we are certainly no strangers to the convenience of automation. According to Statista, we spend more than […]
Posted on August 30th, 2017 by Carl Bulgini
Celebrated astronaut, author and speaker Chris Hadfield – the first Canadian to walk in space – likes to begin his talks by asking three questions: “What’s the scariest thing you’ve ever done? What’s the most dangerous thing that you’ve ever done? And why did you do it?” He then goes on to describe how he […]
Posted on August 30th, 2017 by Carl Bulgini
Before establishing a relationship with a financial planner you will want to interview several people to make sure they’re the right match for you and exhibit key traits of a good advisor. Here are 10 important questions to ask before selecting a financial planner. 1. What experience do you have? Ask for a brief description […]
Posted on September 20th, 2016 by Carl Bulgini
Do you want to provide guidance above and beyond the terms of your will? You can use “letters of instructions” to fill the gaps. Although such documents aren’t legally binding, they still can be helpful. Here are several issues you might address in this way: A letter could detail an inventory of your assets, including […]
Posted on December 20th, 2013 by Carl Bulgini
Every December, the respected weekly financial newspaper Barron’s asks Wall Street’s “top” 10 strategists to forecast the best and worst industry sectors for the coming year; they underperformed again in 2013. According to data compiled by Fritz Meyer, an independent economist, five of the 10 top Wall Street firms’ strategists predicted in December 2012 that […]