Blog
Unmasking Romance Scams: A Modern Menace
At our firm, our clientele primarily comprises of pre-retirees and retirees, and we foster enduring relationships that span years, if not decades. Being integral to numerous pivotal moments in our clients' lives, from joyous...
Read More2023 Review and Looking Ahead at 2024
The past couple of years have presented considerable challenges for the financial markets. Wide swings in both the equity and bond markets, coupled with Federal Reserve policies and historically high inflation, created an overall...
Read MoreDo You Know Who is Inheriting Your Most Valuable Asset?
As we navigate the complexities of life—raising families, building careers, and nurturing social connections—certain responsibilities may inadvertently slip through the cracks. In emphasizing the importance of continuous...
Read MoreWhy Golf Is a Lot Like Financial Planning
I began playing golf approximately 15 years ago. It was a fun pastime with my friends, offering the perfect blend of outdoor activity and social interaction. I thought, 'How hard could it be?' After all, I had played softball in high...
Read MorePre-Nuptials: A Good Solution?
With gray divorce (and remarriage) on the rise, prenuptial agreements (or more commonly called “prenups”) are being considered, proposed, and executed on a wider scale nowadays. Most individuals marrying later in life have...
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The Death of the U.S. Dollar?
The recent developments in shifting tides for the U.S. dollar serving as the global currency has raised concerns, and I have been asked by several clients as to the probability and implications of the event. Before I get...
Read MoreToday’s Solo Ager
I have an aging mother, who without the care and support provided by her children, would have found it very difficult to survive on her own. As she continues to age, her needs involve more and more of our time and commitment...
Read MoreInflation and Income in Retirement
Having spent the last several years in a relatively low inflationary environment makes it difficult to adjust to the new, higher cost era that we find ourselves in today. It is like taking a warm shower and you are shampooing your hair..
Read MoreSECURE ACT 2.0 – What You Should Know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress on December 23, 2022, as part of the Consolidated Appropriations Act of 2023. Following is a highlight of a few important provisions.
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