http://advisorscafe.com Advice and Insight for the New York City Life Insurance Agent and Certified Financial Planner Community Tue, 27 Dec 2011 14:55:55 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 http://advisorscafe.com/2011/12/27/dodd-frank-wall-street-reform-may-significantly-impact-insurers/ http://advisorscafe.com/2011/12/27/dodd-frank-wall-street-reform-may-significantly-impact-insurers/#comments Tue, 27 Dec 2011 14:55:55 +0000 RickBryan http://advisorscafe.com/?p=391 http://advisorscafe.com/2011/12/27/dodd-frank-wall-street-reform-may-significantly-impact-insurers/feed/ 0 http://advisorscafe.com/2011/06/01/annuity-payout-denied/ http://advisorscafe.com/2011/06/01/annuity-payout-denied/#comments Wed, 01 Jun 2011 16:37:38 +0000 RickBryan http://advisorscafe.com/?p=387 http://advisorscafe.com/2011/06/01/annuity-payout-denied/feed/ 0 http://advisorscafe.com/2010/03/17/the-million-dollar-annuity/ http://advisorscafe.com/2010/03/17/the-million-dollar-annuity/#comments Wed, 17 Mar 2010 13:50:06 +0000 RickBryan http://advisorscafe.com/?p=384 http://advisorscafe.com/2010/03/17/the-million-dollar-annuity/feed/ 0 http://advisorscafe.com/2010/02/04/position-with-top-new-york-financial-services-agency/ http://advisorscafe.com/2010/02/04/position-with-top-new-york-financial-services-agency/#comments Thu, 04 Feb 2010 14:02:35 +0000 RickBryan http://advisorscafe.com/?p=380 http://advisorscafe.com/2010/02/04/position-with-top-new-york-financial-services-agency/feed/ 0 http://advisorscafe.com/2010/01/11/rachael-ray-talks-about-estate-planning/ http://advisorscafe.com/2010/01/11/rachael-ray-talks-about-estate-planning/#comments Tue, 12 Jan 2010 05:26:23 +0000 RickBryan http://advisorscafe.com/?p=362 http://advisorscafe.com/2010/01/11/rachael-ray-talks-about-estate-planning/feed/ 0 http://advisorscafe.com/2010/01/10/new-york-life-settlement-and-stoli-legislation/ http://advisorscafe.com/2010/01/10/new-york-life-settlement-and-stoli-legislation/#comments Sun, 10 Jan 2010 19:08:25 +0000 RickBryan http://advisorscafe.com/?p=374 http://advisorscafe.com/2010/01/10/new-york-life-settlement-and-stoli-legislation/feed/ 0 http://advisorscafe.com/2010/01/10/estate-planning-organizer/ http://advisorscafe.com/2010/01/10/estate-planning-organizer/#comments Sun, 10 Jan 2010 16:37:08 +0000 RickBryan http://advisorscafe.com/?p=366 http://advisorscafe.com/2010/01/10/estate-planning-organizer/feed/ 0 http://advisorscafe.com/2009/11/18/wall-street-journal-article-regarding-online-wills-and-ethical-dilemma/ http://advisorscafe.com/2009/11/18/wall-street-journal-article-regarding-online-wills-and-ethical-dilemma/#comments Wed, 18 Nov 2009 13:14:29 +0000 RickBryan http://advisorscafe.com/?p=349 LegalZoom or Suze Orman or LegacyWriter or Build A Will. Those clients are just not a good fit for my practice, and vice-versa. I provide legal advice and counsel, not pre-printed forms which are 'fill in the blanks.' And the harsh and honest truth is that when it is discovered, almost always when it's too late, that either the documents are defective (because New York is quite strict on adhering to the formalities of Will executions), or the documents don't meet the clients' needs (because there was no attorney to have an in-depth conversation to flush out those needs in the first place), or significant tax and probate issues were created, or usually 'all of the above' . . . the honest truth is that I profit much, much more by straightening out someone's affairs after death or incapacity.]]> http://advisorscafe.com/2009/11/18/wall-street-journal-article-regarding-online-wills-and-ethical-dilemma/feed/ 2 http://advisorscafe.com/2009/10/31/financial-planning-association-of-ny-invites-allied-professionals-to-network/ http://advisorscafe.com/2009/10/31/financial-planning-association-of-ny-invites-allied-professionals-to-network/#comments Sat, 31 Oct 2009 18:08:09 +0000 RickBryan http://advisorscafe.com/?p=322 http://advisorscafe.com/2009/10/31/financial-planning-association-of-ny-invites-allied-professionals-to-network/feed/ 0 http://advisorscafe.com/2009/08/21/like-financial-planning-leaving-a-legacy-means-different-things-to-different-people/ http://advisorscafe.com/2009/08/21/like-financial-planning-leaving-a-legacy-means-different-things-to-different-people/#comments Fri, 21 Aug 2009 20:02:24 +0000 RickBryan http://advisorscafe.com/?p=305 http://advisorscafe.com/2009/08/21/like-financial-planning-leaving-a-legacy-means-different-things-to-different-people/feed/ 0