Get “SMART” with Your Personal Financial Goals
So, you’ve finally graduated college and entered “the real world.” Maybe you have secured your first job, or are in ...
The Impact of Turning 18
Like many parents, the Labor Day holiday (or the U.S. Open, if you are a tennis fan) represents the end ...
Saving & Investing When You’re Just Starting Out
Congratulations! After all the classes, exams, late nights, early mornings, interviews (so many interviews) you actually get to start the ...
Optimize Your Charitable Giving with Donor Advised Funds
In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and ...
On Your Own: Financial Advice After Losing Your Spouse
It’s a day you hoped would never come. Your spouse has died. Your world is turned upside down, leaving you ...
Going Through Divorce and Over 50? Make Finances Your Top Priority
Divorce is a reality for a growing number of aging couples, a phenomenon commonly referred to as “gray divorce”. According ...
Credit Reports and Credit Scores: the Importance of Periodic Reviews
For many, credit information is a mystery until applying for a loan/lease, credit card, or mortgage. Often by that time, ...
Getting Spousal Social Security Benefits if Your Last Names Do Not Match
Aging reality hits you when you reach your “FRA,” or Full Retirement Age as defined by the Social Security Administration. ...
The Many Uses of Margin Loans
Margin refers to an investor’s use of leverage relative to his or her own assets. In other words, it’s “borrowing ...
What Should I Do With My Old 401(k)?
It’s a question that comes up often – what should I do with my old 401(k)? There is no one-size-fits-all ...
Basics of Property Ownership
The way in which you hold title to your assets can have a major impact on your estate plan. Different ...
Planning Considerations for Millennials
Below, I explore some common planning considerations and issues that I encounter on a regular basis when working with clients ...
