By Bill Losey, CFP®, CSA Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether [...]

Quite often, while going through the process of estate planning, a person becomes aware of just how scattered their legal and financial records are.

The Sense of an Ending  Julian Barnes Vintage International ISBN: 978-0-307-94772-7 Reviewed by Greg Petty The Sense of an Ending is the first book by British author Julian Barnes that I have read. The book earned him the 2011 Man Booker Prize, Britain’s highest literary prize. Diane Rehm interviewed him on her PBS radio show, [...]

Expert Reveals How Coffee, Muffins and Lunch Can Add Up to More Gold In Your Golden Years As a registered investment advisor, Steve Orr is used to juggling millions, but he knows those millions started out as pennies. “It’s the little things,” said Orr, president and owner of the Orr Financial Group. “It’s the dollar [...]

By Greg Petty Shortly after meeting Barbara on a blind date in 1981, we discovered that in addition to art, music and literature, we shared another passion: playing tennis. The 70s and 80s had seen the dramatic rise of tennis with the change from amateur status for the men in 1968 to the Grand Prix [...]