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..

Basic Is The New Black For Spending Plans

As we all certainly know, time is merciless in its march into the future. And at this time of year, especially, we are cognizant of the new year ahead. In addition to filling our gyms beyond capacity on January 2nd, many of us choose to tone up our wallets, usually… Continue Reading..

The 2015 Guide To Smart And Guilt-Free Giving

Charitable giving occupies an important place on your moral compass. You want to give to the dozens of great organizations vying for your donation, but you know it’s impossible. Here are a few things to remember when navigating the sea of end-of-year solicitations that deluge your mailbox: Check to make… Continue Reading..