Category Archives: Retirement Planning

Pimento Cheese Sandwiches and Investor Protection

Posted on October 30, 2013 by investsense

Yesterday I was in North Georgia in connection with a possible case. I took the opportunity to have lunch with a high school classmate who now lives in the area. Both the company and the food were excellent, but both … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Financial Planning vs. Financial Plans

Posted on October 9, 2013 by investsense

Many financial planners charge $5,000 or more to develop a retirement plan, or a five-year plan, for you and your family. You will receive a nice, thick brochure with numbers in it. Separate each page carefully. You now have a … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

A Matter of Trust and Wealth Preservation

Posted on August 5, 2013 by investsense

As many people know, I have been a very outspoken advocate for a universal fiduciary standard for the financial services industry. As a securities/wealth preservation attorney and a former compliance director, I am well aware of the questionable practices that … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , | Leave a comment

“CommonSense InvestSense™”…Account Management

Posted on June 6, 2013 by investsense

“Don’t gamble. Take all your savings and buy some good stock and hold it ’til it goes up then sell it. If it don’t go up, don’t buy it. Will Rogers If only it were that easy. While no one … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Wealth Preservation Saboteurs

Posted on April 30, 2013 by investsense

“Get what you can and keep what you have; that’s the way to get rich.” Scottish Proverb In a series of earlier posts, I discussed the three planning areas that I believe constitute real wealth management – wealth accumulation, wealth … Continue reading →

Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , | Leave a comment

Three Numbers Every Investor and Fiduciary Should Remember

Posted on April 7, 2013 by investsense

The abundance of investment products and investment information available today can be intimidating and confusing to many investors, both novice and professional.  Over my twenty-plus years as an attorney and investment adviser, I have tried to help others focus on … Continue reading →

Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Retirement, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , | Leave a comment

REAL Wealth Management – Wealth Distributions and Transfers

Posted on March 17, 2013 by investsense

This week, we address what I consider to be the third aspect of a genuine wealth management program -distributions and transfers of one’s assets.  Distribution encompasses both transfers made while one is living, inter vivos transfers, and transfers made after … Continue reading →

Posted in Asset Protection, Retirement, Retirement Distribution Planning, Retirement Planning, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , | Leave a comment

REAL Wealth Management 2019- Preservation

Posted on March 9, 2013 by investsense

When I tell people that I am a wealth preservation attorney, I often get the obligatory inquisitive look, followed by “what’s that” question. In my law practice, wealth preservation law covers several areas of the law, primarily wealth management, tax … Continue reading →

Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Planning, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , | Leave a comment

CommonSense InvestSense: REAL Wealth Management 2019

Posted on February 22, 2013 by investsense

I originally ran this series back in 2013. The series has proven to be among the blog’s most popular posts. So we are going to update the original posts and re-run the entire series. Today we address the ongoing “wealth … Continue reading →

Posted in Investor Protection, Portfolio Construction, portfolio planning, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , | Leave a comment

3 (and a half) Common IRA Mistakes to Avoid

Posted on November 8, 2012 by investsense

Individual retirement accounts (IRAs) have proven to be a very popular investment option.  When set-up properly, IRAs can provide investors with greater flexibility and overall wealth management opportunities than traditional retirement accounts such as 401(k) and 403(b) accounts. That said, … Continue reading →

Posted in Asset Protection, Investor Protection, IRA, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , | Leave a comment