Social Security Status Report - We often have the concern raised in financial planning discussions on the viability of Social Security and should we be concerned that it will be around when those now eligible and the other millions that will retire in the next 5-10...
In my childhood, both parents were relegated to working in low paying employment situations that were not fulfilling and struggled to pay the bills. There was not any financial instruction for me or my two older sisters on saving, budgeting, let along things like...
Our teenage daughter Vika graduated eighth grade this month from Junior High after being at the St. Barnabas school for over eight years. It’s a milestone for her and a giant step toward becoming a young lady. I was choking back tears seeing her walking down the...
Growing up in Florida for most of my life, I’ve lived through some scary hurricanes over the years. My family referred to them back then as “HER’ a-cans” but these days we can also call them “HIM’a-cans” since we also use the male gender for named storms. Knowing...
I find it fascinating that our most successful and fulfilled clients are those that are the most charitably involved in all kinds of organizations helping others. As we all know, we’ll leave it all behind, why not benefit others in need while we’re living and beyond...
Our grandson Calvin spent some fun days with us recently while our daughter and son-in-law took a needed break on a cruise for their anniversary. It's hard to explain the pride, joy and sense of wonder in seeing the legacy of your family continue through the next...
There are always lurking worries and concerns, reasons to prevent investors from having confidence in the long-term prospects of growth in the capital markets. Most end up waiting until “it feels good” or the perfect time to invest and we know that never really...
Tax season can bring new possibilities – especially when it comes to what to do with your refund or, on the flip side, how to settle your bill. We’ve gathered some ideas that may fit into your financial landscape.TENDING TO YOUR WINDFALLSo you worked diligently with...
These celebrities' tales are a strong reminder to review your estate plan before it’s too late. There’s a calm comfort that comes with estate planning: a sense that your family will be taken care of after you pass away (hopefully at a ripe old age). Sadly, it doesn’t...
A Recent report from JP Morgan outlines once again for the patient investor, that diversification The current bull market has not been kind to asset allocation, and following the post-election run in equity markets, some investors are wondering: is diversification...
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