Hot on the #millennial trail once again, I was featured on InvestmentNews.com yesterday for an article about how financial advisors / the financial services industry doesn’t make millennials a top priority. How rude! Well, you all know that this isn’t true over here. My quote says it all. Check it out the article here.
I won’t lie, I love recognition. Today, I got me that good ole tip of the hat. Earlier this afternoon, the CEO of my broker dealer e-mailed me some good news. Apparently, I killed it last year! I am invited to Boston in May to meet fellow Momentum Advisors from around the country. I have to say that I could[…]
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,[…]
Check out my latest feature here on Bankrate.com and see why a tax refund is just an interest free loan made to the government. Wait…what!? Yup, not cool. Not cool at all.
I am excited to launch my professional media Web site. I wanted to create a way to share my passion for personal finance with my clients, friends and the public. The content for this Web site was created and selected with the intention of sharing my views on financial planning, investing and the financial services industry. I am going[…]