Like many Americans, commuting to and form work is a big part of my life. In fact, for Heather and I, it took more than an entire year from moving to the suburbs to figure out our family’s commute to work and overall life logistics. I’ve loved solving puzzles since I was a kid, but[…]
To quote Thomas R. “Big Tom” Callahan, Jr., “You’re either growing, or you’re dying!”. When it comes to wealth management, you can grow your business in one of two ways. The first way is organically, through marketing efforts (including referrals), and the second way is inorganic growth, through acquisitions. Throughout my career, I’ve experienced enough[…]
So, what’s your favorite story from the recession? Mine is when former Lehman Bros. CEO, Dick Fuld, got punched in the face at the gym. I still can’t believe someone did what everyone on Main Street was thinking. Did it put dollars back in the pockets of those who lost it all, or prevent the[…]
Growing up, many of my summer vacations revolved around my father qualifying for his company’s national conference. By meeting certain production requirements, we would get to travel to a big city and then hop in a minivan to explore whatever part of the country we were in at the time. Thanks to AAA and their TripTik, my dad[…]
On Monday, there was this crazy article written by CNBC’s Annie Nova suggesting that more that 1 million people default on their student debt each year and, that 40% of borrowers are expected to default on their student loans by 2023! The article was based primarily on two different research papers. The more recent paper, titled[…]
Most parents tune out the beautiful sounds of their toddler’s favorite cartoons. Not me! While others are escaping into their iPhones to check their social media feeds, I am joining my little girl on amazing animated adventures. I love cartoons. Always have and always will. The Simpsons, Ren & Stimpy and Rick and Morty barely[…]
A Week of Ups and Downs Life lately has been very much a series of good things followed by something bad. Luckily nothing so far has been too terrible, but it can still make for a rough week. Andrew officially graduated with his MBA with NYU commencement at Yankee Stadium and then the Stern School[…]
Life Update Time What’s new in the Weitzman household? Well, I had food poisoning which took me a week to fully recover from. When you are pregnant it can be dangerous, but I tried to keep hydrated and took it easy so that my body could recover. Baby was fine, but I think he was[…]
Time for an Update For those of you anxiously awaiting an update on our roof situation, I have an update. And not a good one. We had two different companies inspect it, and both said we needed a new roof. One estimated the age to be between 12-15 years and the other said 17-18. Based[…]
When I do financial planning with clients, we spend a good amount of time talking about retirement with the assumption that they will retire at age 65. However, clients often ask if early retirement is possible. For many Millennials, they don’t want to be doing the same thing for another 30-40 years. If you aren’t[…]