BlogFinancial PlanningWealth Transitions The Finances of Divorce December 11, 2017Planning Your Finances Must be a Priority During Divorce Whether you are just thinking about…
BlogFinancial Planning What You Should Consider When Choosing a Financial Planner November 7, 2017Asking for help when it comes to your financial decisions is never a bad choice.…
BlogRetirement Planning How Much Do You Need For Retirement? October 31, 2017The question of “how much money do I need to save for retirement?” is one…
BlogGuides & WhitepapersFinancial PlanningRisk Management & InsuranceTrending Topics Keep Your Identity to Yourself! October 25, 2017With all the recent headlines from the hacking of consumer data at Equifax, combined with…
BlogFinancial PlanningTax Planning What is the Kiddie Tax? October 23, 2017As an advisor who works with clients in their 30s and 40s, I spend much…
BlogGuides & WhitepapersInvestingRetirement Planning Reaching Your Long-Term Investment Goals: Get Started with a Roadmap October 17, 2017You are interested in a Long-Term Investment Strategy but not sure where to start. Good!…
BlogFinancial Planning Get “SMART” with Your Personal Financial Goals September 26, 2017So, you’ve finally graduated college and entered “the real world.” Maybe you have secured your…
BlogFinancial PlanningWealth Transitions The Impact of Turning 18 September 22, 2017Like many parents, the Labor Day holiday (or the U.S. Open, if you are a…
BlogInvesting Pearls of Wisdom: A Retrospective on 30 Years of Professional Investing August 7, 2017On July 1, 1987, I started work as an investment advisor. Frankly, I wasn’t too…
BlogFinancial PlanningInvestingWealth Transitions Saving & Investing When You’re Just Starting Out July 3, 2017Congratulations! After all the classes, exams, late nights, early mornings, interviews (so many interviews) you…
BlogFinancial PlanningRisk Management & Insurance Credit Reports and Credit Scores: the Importance of Periodic Reviews April 4, 2017For many, credit information is a mystery until applying for a loan/lease, credit card, or…
BlogFinancial PlanningSocial Security Getting Spousal Social Security Benefits if Your Last Names Do Not Match March 28, 2017Aging reality hits you when you reach your “FRA,” or Full Retirement Age as defined…
BlogRisk Management & InsuranceTrending Topics Identity Theft Prevention & Cybersecurity Best Practices January 19, 2017Years ago, careful watch over your wallet and important documents was sufficient protection against identity…
BlogFinancial PlanningInvesting The Many Uses of Margin Loans January 19, 2017Margin refers to an investor’s use of leverage relative to his or her own assets.…
BlogTax Planning Taxation of Benefits When States of Employment and Domicile Differ January 11, 2017For many, working in one state and living in another is a common situation. For…
BlogFinancial PlanningInvestingRetirement Planning What Should I Do With My Old 401(k)? October 24, 2016It’s a question that comes up often – what should I do with my old…
BlogFinancial PlanningWealth Transitions Basics of Property Ownership August 8, 2016The way in which you hold title to your assets can have a major impact…
BlogEstate Planning What is a Revocable Trust? August 5, 2016A Revocable Trust – sometimes referred to as a “Living Trust” – is a lifetime…
