Bright Lights and Bright People in the Big City

by | May 23, 2016 | Empowerment

“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...

A Teachable Moment: “Rock Bottom”

by | Apr 18, 2016 | Empowerment

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...

Helping Clients of Every Age

by | Feb 1, 2016 | Empowerment

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 considered...

Financial Literacy 101

by | Jan 18, 2016 | Daily Money Management, Empowerment

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 become...

My Definition of “Fiduciary”

by | Dec 29, 2015 | Daily Money Management, Empowerment

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...