Jeffrey Verdon

9/21/14: The Big Picture – Structures for Protecting, Preserving and Passing Your Wealth

9/21/14: The Big Picture – Structures for Protecting, Preserving and Passing Your Wealth

Most people we know (ourselves included) would like to be more organized. When it comes to investing and wealth management, great organization is more than just a convenience.  It’s a necessity.  Otherwise you risk losing everything you’ve worked so hard to build. So while doing deals and chasing profits is exhilarating, there’s a bigger picture …

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9/18/11: Retirement Planning Abroad and Beyond – How to Have Your Cake and Eat It Too

9/18/11: Retirement Planning Abroad and Beyond – How to Have Your Cake and Eat It Too

When it comes to retirement, getting there means knowing where, why and how.  And without foresight, opportunities can be squandered or missed altogether.  Since real estate is simply a means to an end, it’s important to begin with the end in mind. Host Robert Helms takes a look at what things you need to think …

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