What’s the State of Your Estate?

I was shocked recently to read that 70% of all Americans do not have a will. That’s really like saying 70% of all Americans are driving without insurance – and some of them are doing it with kids in the car. The bug causing this epidemic is the perception that...

My Princess

Last Friday started out like any other day. My daughter was nine months into her pregnancy, so I sent out my daily text to check on her. When 2:30 rolled around and I hadn’t heard back, I got the feeling that I was in the middle of becoming a grandmother. Sure...

The Long and Winding Road

Just as I was dreaming of a neat desk, new computers and paperless technologies in my new office, I received some frustrating news: My move-in date was postponed a week! Starting Monday, June 24, I will be doing business in my new office at 1177 Summer Street in...

To Boldly Go…Paperless

As I begin my journey to paperless nirvana in earnest, I’ve been turning my attention away from the things to shred to the things that need to be saved and organized. Powers of attorney, birth certificates, marriage licenses, divorce decrees and death certificates are...

Going Paperless

As a professional financial organizer and daily money manager, I know what happens when people take on too much change at once. Meltdowns happen. That is why I am taking baby steps on my journey to conquer the highly-organized-yet-devastatingly-large mountain of files...

Case Study: The Dishonest Landlord

“We firmly believe and are prepared to subpoena witnesses and documents to prove these facts. I do not relish the thought of attempting to evict a 92 year old woman, however, based upon practical evidence as presented above, a reasonable trier of fact will make...

Senior Services of Stamford

Senior Services of Stamford has been helping elderly people for over 104 years. I am proud to count myself among the Board of Trustees of this great organization. It holds special meaning to me, considering my family settled in Stamford in the late 1800’s. Over...
Teaching Kids to be Charitable

Teaching Kids to be Charitable

The value of a dollar is something that is becoming harder and harder to convey to young people. With all the great advances in payment technology many teenagers would not even be able to tell you how much money they spent in a given day because they are using cards...

It’s a Taxing Time for Everyone

It’s March, which means your accountant is ready for your tax paperwork. Here is a guide to what you’ll need: W-2’s – Wages and tax statements 1099’s – Taxable income, interest dividends and self-employed income Schedule K-1’s – Income or loss from a...