I have a question for you Millennials: Did your parents talk to you about personal finance growing up? Have they talked to you recently about their financial plans for the future? The answer is probably not. However now is the time to have that conversation because an estimated $30 trillion in assets will pass down[…]
Most of us have never had any formal education about taxes. Not in high school, college or even graduate school programs. Tax season comes every year so maybe we should be more prepared. The first thing you may wonder is, what are all these documents I am receiving in the mail? As I am always[…]
Remember the stock market crash of 2008? My bad for bringing up ugly memories, but, hey, it hit us all pretty hard. For many, the first thought was “Sell! Sell! Sell!” however if you had a good (and sane) financial advisor they probably told you this: Don’t panic! Our financial climate is constantly changing, and[…]
Before I talk about Financially Empowering Millennials, Happy New Year, everyone! 2016 was kind of a weird, right? We lost some great musical and acting talent. But, hey, at least 2016 didn’t claim Betty White! All jokes aside, this year, I want you to truly feel empowered about your finances. It’s not enough to want[…]
Life can be both expensive and unexpected. The list of basic essentials that we all need to live in the day-to-day can add up – fast! Between the cost of transit, car repairs, a rent or house payment, food, a spouse and (dare I even say it) kids – you’re looking at a pricey world[…]
It’s that time of year again for many employees: open enrollment for group benefits. This means you have a relatively small window of time to select or change the various elections offered to you. My friends at CNBC were kind enough to invite me back to On The Money to discuss the topic. You can watch[…]
Heather loves the fall. From the leaves changing their colors to that certain crispness in the air, she can’t get enough of it. So far we’ve been to two pumpkin patches and one fall apple festival featuring a petting zoo. Hazel got to meet new furry friends. However, there was a pretty sad looking goat[…]
Welcome back. Let’s get to it by picking up right where we left off. Making an offer – “This is the one,” you say. We said it more than twice. Now that you have equipped yourself with vast amounts of research and you have a trusted agent at your side, you should be in a[…]
The press train keep moving along with a great feature on CNBC.com. This week I chime in on retirement savings. I always hear the debate about which form of retirement savings is best. Is it Traditional or Roth? Now, before anyone gets strong feelings about either one (that’s right calm down people) let’s recognize that[…]
This past (rainy) Saturday morning, I started my day by delivering a seminar on Smart Social Security Strategies (say that five times fast) at the New York Public Library’s Science Industry and Business Library on Madison Ave. in mid-town NYC, sponsored by the Financial Planning Association of New York. With so much of my attention going to #millennials these days,[…]