by Eric Bruck | Apr 17, 2015 | Financial Transition & Planning
As professionals in wealth management, family law and estate planning, we owe more to our clients than simply coming up with the financial and technical solutions to their problem. It’s a reality that every person will experience at least one major life changing event...
by Eric Bruck | Feb 23, 2015 | Financial Transition & Planning
Change is integral to life. So, couldn’t we agree that at some point in our lives, maybe more than once, each of us will be confronted with a major life change? It could be as universal as suddenly being awakened to the reality that retirement is not...
by Eric Bruck | Aug 21, 2014 | Financial Transition & Planning
YOU’VE JUST CELEBRATED YOUR 55TH BIRTHDAY. You muse that thoughts of “how and when can I retire” are beginning to circulate more and more frequently and loudly in your head. You find yourself beginning to mentally assess your current financial picture....
by Eric Bruck | Feb 18, 2014 | Financial Transition & Planning
IT MAY NOT BE SEXY OR GLAMOROUS, but here’s to the Tortoise in the famous child’s fable, “The Tortoise and the Hare”! No one pays attention to the underdog. The tortoise was not expected to win the race, but win he did–with the attitude that “getting...
