Bright Lights and Bright People in the Big City

"The Dutch came to New York City and established a trading post there to make a buck, or to make a guilder." - Historian Kenneth Jackson And so began the hustle and bustle that would eventually come to be iconic of New York City. Whether you’re a “New York, New… Continue Reading..

A Teachable Moment: “Rock Bottom”

Hitting “rock bottom” is a relative term; it really depends on how far you allow yourself to fall. Sometimes it can be devastating to you or your loved ones, while other times rock bottom provides a firm foundation for something better. For instance, Manhattan has a rock bottom, but only… Continue Reading..

Your Family Needs the Will to Survive

People don’t like to think about making a will, and I get it. Nobody wants to think about death. But consider for a moment some of the intangible aspects of life, like bonds between brothers, sisters, cousins, aunts and uncles. By not having a will in place, these things can… Continue Reading..

TL; DR*: Facebook Privacy Settings (*too long; didn’t read)

TMI. Oversharing. Airing your dirty laundry. These are all things that existed before the internet, and while they made for entertaining gossip in 1995, today they have become too commonplace to really enjoy—and their consequences too dire. Social scientists have researched this phenomenon and applied an old theory to it… Continue Reading..

Strategies for Surviving Student Loans

I rarely get calls about student loans, but last week I received two in one day. Call #1 was from a financial advisor who wanted to talk about one of his clients. The client had contacted him out of exasperation at her children’s dire economic straits, which were largely due… Continue Reading..

The Force Awakens: Your Teen is Going to the Mall

You’ve scrimped and saved, made deals with devils, and reached out to friends far and wide for help: Your teenager is going to the mall without you. But instead of viewing Johnny’s or Jane’s first solo expedition into the world of boutique electronic stores and eyebrow-piercing salons as a bad… Continue Reading..

Helping Clients of Every Age

Many people assume that I work exclusively with elderly clients, and I get it: I am a former board member at Silver Source of Stamford, I have many clients who are seniors, and I love working with them. The truth is that only 30% of our client base can be… Continue Reading..

Financial Literacy 101

The holidays are over and you find yourself in the quagmire that is your job. As you eye the clock for the 80th time you sense a troubling thought bubbling to the surface. Now it’s “tax season.” The good news is that “tax time” is also an excellent time to… Continue Reading..

My Definition of “Fiduciary”

A fiduciary is someone who has a financial responsibility to their clients and keeps their best interests at heart when making financial decisions.  A fiduciary will never try to sell you a product. I am a fiduciary because my job requires a legal, ethical, and moral standard when working with… Continue Reading..

The 2015 Holiday Tipping Guide

It’s a great time of year to show appreciation for the people you are thankful to have in your life. There are a variety of ways to show your gratitude, from handmade gifts to cash--but also remember that words of gratitude can go a long way. But what exactly should… Continue Reading..