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..

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..

A Day in the Life of a Financial Concierge

September may be the month of three-day weekends, but a Financial Concierge never rests! Who am I kidding? I am having a great September so far! After taking the month of August off from blogging, I am back with more stories to tell - like this diverse set of challenges… Continue Reading..

Assembling Your Financial Team

Most people wouldn’t dare attempt fixing plumbing problems without the help of a plumber. It is simply too important to not do correctly. The same is true when it comes to categorizing your expenses, preparing your will or filing your taxes. The good news is that there are professionals available… Continue Reading..

Where There’s A Will, There’s A Yay!

Making a will is one of the smartest “rainy day” projects that any parent could undertake. Though it might not seem exciting to you, the stakes are high and your family’s future - as well as your legacy - hang in the balance. If you don’t have a will, you… Continue Reading..

This Identity Thief Will Pay Your Bills For You! (Part 2)

In my last blog l told the story of a couple I work with who had been the victims of credit card fraud. The investigation as to who perpetrated this crime is ongoing, but isn’t too early to learn some lessons about how to prevent it from happening to you.… Continue Reading..

Tax Fraud, Identity Theft and the IRS

Tax Fraud Alert: Recently reports have begun to trickle in about taxpayers receiving IRS Letter 5071C. Letter 5071C is a standard letter issued by the IRS when it needs taxpayers to confirm personal information. If you receive Letter 5071C, there will be contact information for the agency’s new Identity Verification… Continue Reading..

Learning Lessons About Money From Other People’s Experiences

If old adages are meant to offer guidance about the world, none ring truer than “Hindsight is 20/20.” Unfortunately, unless we have a time machine, we are caught in a Catch-22 when we try to apply it. So why not listen to other people’s hindsight instead? That was my motivation… Continue Reading..