New York is in my blood. My parents, grandparents and great grandparents all hail from New York. I was born there in 1984, but soon moved to Boca Raton, Florida a few years later. But even Boca, which is more than 1,200 miles from the island of Manhattan, is considered the sixth borough because the[…]
Hanging out on the floor of the NYSE with the Cheddar crew is not a bad way to spend your Halloween birthday. Speaking of holidays and celebrations, I was able to give some evergreen advice on holiday spending and, well, spending in general. This is at least 70% of personal finance in 5 minutes. Ready[…]
Today’s blog post is political and the opinions express here within are mine, and mine alone. A few months ago, a fellow young financial advisor reached out to tell me how much they appreciated my political commentary on social media. They went on to tell me that they wished they could do the same but[…]
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,[…]