Sometimes The Little Guy Wins Big

When I was an investment advisor I met a lot of people who had been abused by the financial industry in one way or another. In fact, I heard so many horror stories from people who had been taken advantage of, that I became disillusioned ...

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Did Helen Save Tax or Just Cause Problems For Herself?

In my last post I left you with a question about Helen; a lady who followed the advice of her accountant and a life  insurance agent. Both of whom convinced her, a single lady with no children, to buy $1,000,000 of life insurance with t...

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Helen – Another Victim Of The Financial Industry?

After working for more than a decade in the financial industry, I saw a lot of things. I saw some of the best the financial industry had to offer, and I saw some of the worst things the financial industry does to people.

T...

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