Financial Security

A Lesson in Survival

You may have recently read the incredible story of the survival of four children, one only 11 months old, who survived after their plane...

Estate, Wealth Planning: Everything I Know About Horses

Your Survival Guy was speaking with a long-time client the other day. He’s an expert on all things animals. One day, a friend of...

You’ve Answered Life’s Questions. But What about Investing in Bonds?

Do you remember purchasing your first home? Meeting with the bank? Going over interest rates and how much goes to just paying it? Reviewing...

What You’re Telling Me Matters

If being a successful long-term investor was easy, everyone would be doing it. Building wealth over time is hard. Saving money is hard. Sacrifice...

REGULATION D: Beware of Wolves in Advisors’ Clothing

The average investor has a hard time dealing with low interest rates. Don’t we all? But to put your life savings at risk is...

Investors Hit with Tax Bills, Vanguard to Pay $6 Million

I’m not a big fan of target date funds especially in non-retirement accounts where the allocation is adjusted automatically based on your years to...

What a Way to Make a Living: New Hampshire #1

When you think about what makes New Hampshire Your Survival Guy's #1 state, a good place to start is by asking: Will I be...

WARNING: Invest at Your Own Risk—How to Lose $2 Billion in 10-Years

“How to Lose $2 Billion in 10 Years: Unpaid Bills Pile Up for Former Hedge-Fund Star: Philip Falcone is in a decadelong battle with...

Fidelity is #1: Meet FidSafe and Raise Your Family’s Level of Preparation

UPDATE, 3.29.21: One of the best ways FidSafe can help your family is with useful estate planning document management tools. You can start out...

What You’re Telling Me on Any Given Day

You’re telling me about the snow in your neck of the woods while on your afternoon walk. You’re telling me about how you’re setting...