Health insurance, more health diagnostics, more health treatment,….what we are losing out is on health! Now is the same thing happening in the Financial planning space? More financial diagnostic, more data, more analysis, more products, more variety of markets, – who is benefiting? The client who is paying or the client whose cost is going […]

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OMG once upon a time (about 20 years ago) one had to go to a British Council or the USIS to get something on Financial Planning. Today every body from a credit card salesman to a real estate agent everybody talks of financial planning. So it has become more and more difficult to understand FP. […]

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If you Google for Stuart Kahan or senior citizens (Elders as the Americans call them) you are likely to find the report of Broken trust. Here is a short summary…for the full report go and search in Google! Elder financial abuse costs older Americans more than $2.6 billion per year and is most often perpetrated […]

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