In the spring of 1998, during peak puberty, I won an all-expenses paid trip to the Electronic Entertainment Expo (E3) in Atlanta, GA. I was so excited that it made Charlee Buckett’s “golden ticket” moment in Willy Wonka seem as basic as winning a small fry on the McDonald’s peel-off Monopoly game. After my parents’[…]
At this year’s FPA NexGen Gathering, more than 175 young financial planning professionals descended on the University of California Santa Barbara to learn best practices, share ideas, solve challenges and, if you’re me, escape your toddler for a few days to unwind on the west coast. I had an absolute blast joining like-minded colleagues and[…]
This week on the blog, I want to share the love and tell you about one of my favorite people on the planet: Shannah Compton Game. Shannah is not just an amazing CFP® Professional (and good friend of mine), but she is also a fellow CFP® Board Ambassador. What’s even more amazing about Shannah is[…]
The 2016 election is finally over and Donald Trump will be our next president. Needless to say, this has a lot of Millennials in shock and number of my clients calling to ask if everything (not just their money) will be okay. So, to them and to all of my fellow Millennials, let me say[…]
Greetings, readers. The air has become crisper and the temperature milder here in the Big Apple. With the summer officially behind us, I expect the fourth quarter to be very exciting, both personally and professionally. But tonight, let’s keep it professional. On Monday morning (9/28), you can catch me on Good Morning America in the[…]
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.
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,[…]