Have the rules changed?  Is financial planning too complicated?  Is financial security too remote?  We don’t think so!

Alan E. Gorlick is an experienced financial professional and educator.  He is known for explaining complex financial concepts, providing personalized attention, and applying financial theory to the real world.  His academic research focuses on risk management. 


Consider this web site as a resource to help you manage the risks embodied in a full range of financial planning, especially the dozen highlighted below:

  • Investing for the Long Term
  • Retirement Planning
  • Retirement Income
  • Wealth Preservation
  • Wealth Transfer
  • Dental Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • 401(k) Contributions if You Are Disabled
  • Social Security
  • Medicare
  • College Savings


Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.