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Entries from April 2009

NYT Article “The Funeral: Your Last Chance to Be a Big Spender”

April 24th, 2009 · 1 Comment

Here’s an interesting article from The New York Times by Gabrielle Glaser, published: April 18, 2009
“EVEN in these hard times, Peter Moloney, a funeral director, believes that people should have what they want.
lthough not all of his customers can fully express their wishes, Mr. Moloney and his brothers, who own six funeral homes on Long [...]

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WSJ article: “Seven Questions to Ask When Picking a Financial Adviser”

April 13th, 2009 · No Comments

The Wall Street Journal’s Shelly Banjo knocked the ball out of the park with this article.
1. What’s in the adviser’s background?
2. What do the adviser’s clients say?
3. How does the adviser get paid?
4. Where are the adviser’s checks and balances?
5. What’s the adviser’s track record?
6. Can the adviser put it in writing?
7. What [...]

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