Quoted in ThinkAdvisor – 5 Steps to Help College Graduates With Student Debt

Student debt is a sticking point for many millennials. While we can choose to be emotional about our student loans, we can also choose to take ownership over them. Whether you owe tens of thousands or hundreds of thousands, you can create a plan and you can achieve your financial goals. Don’t hate on your education, embrace[…]

Quoted in InvestmentNews – I Support #Millennials

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.

Smart Social Security Strategies @ New York Public Library

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,[…]

Welcome!

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[…]