Lifelong Blog
Our nationally recognized, weekly blog posts.
R.E.S.P.E.C.T the Estate Planning Process
By now, many of you have heard that the late, great queen of soul, Aretha Franklin, joined the list of wealthy celebrities (like Prince) who’ve passed away without a will. Not only did they not have a will, but they also had no estate planning documents whatsoever (no trusts, powers of attorney, etc.).
How to Achieve The Perfect Retirement
In the business of financial planning, I see clients (and friends) live happy, successful retirements. Others, sadly do not fulfill their retirement destiny. That’s why I decided to write a blog about the secret elixir. It’s something I generated through the perspective of clients who I feel have the “perfect” retirement lifestyle.
Life Advice From My 90 Year Old Zayda
Perhaps because I am in the advice business (knowing my clients value my experience and perspective as it pertains to their finances), I like hearing other’s advice. Especially advice from someone like my Zayda, who has a lifetime of experience living.
Budgeting: Want To! Need To! Have To!
Budgeting… It’s something which takes many shapes when part of financial planning. If you are like me, just the mention of the word “budgeting” is draining. That said, I personally have a very simple budgeting mentality — save what I know is necessary to accomplish my goals. Anything else is gravy.
Stocks 101
What are stocks (or equities) anyway? I pride myself on the education of my clients. I do this so they can make informed decisions about investments. So, let’s dig a little deeper to get a better understanding of the basics – the who, what, where, and why of a stock.
The 5 Stages of Retirement: 60 Day Guide
You are a late 50 to mid-60 year old. You feel comfortable in your retirement position, having just left your financial professional’s office. So far, so good, right? Now the hard part — walking into your boss’s office to utter the words “I’d like to retire.”
The Financial Impact of Working Longer
The last thing any working professional wants to think about is working longer. However, working longer is an important lever (or option) to pull when it comes to your retirement lifestyle. It potentially allows a “richer” retirement and can give “more” to your lifestyle during your working years.
Taming Expenses May Be Your Answer for Conquering Retirement
Understanding your monthly expenses is critical in your probability of financial success. Typically within minutes of understanding an individual’s monthly inflow and outflow, we can determine how much needs to be done for this plan to work.
Deferred Compensation: Tips for Top Talent
As one moves up the corporate ladder & hits a certain income threshold, Companies use some creative tactics to make sure all levels of the corporate ladder are treated fairly.
The College Planning Advice You Thought You Already Knew
Are you trying to give your kids a leg up on their collegiate careers? Our latest blog discusses a simple, yet brilliant idea how.
R.E.S.P.E.C.T the Estate Planning Process
By now, many of you have heard that the late, great queen of soul, Aretha Franklin, joined the list of wealthy celebrities (like Prince) who’ve passed away without a will. Not only did they not have a will, but they also had no estate planning documents whatsoever (no trusts, powers of attorney, etc.).
How to Achieve The Perfect Retirement
In the business of financial planning, I see clients (and friends) live happy, successful retirements. Others, sadly do not fulfill their retirement destiny. That’s why I decided to write a blog about the secret elixir. It’s something I generated through the perspective of clients who I feel have the “perfect” retirement lifestyle.
Life Advice From My 90 Year Old Zayda
Perhaps because I am in the advice business (knowing my clients value my experience and perspective as it pertains to their finances), I like hearing other’s advice. Especially advice from someone like my Zayda, who has a lifetime of experience living.
Budgeting: Want To! Need To! Have To!
Budgeting… It’s something which takes many shapes when part of financial planning. If you are like me, just the mention of the word “budgeting” is draining. That said, I personally have a very simple budgeting mentality — save what I know is necessary to accomplish my goals. Anything else is gravy.
Stocks 101
What are stocks (or equities) anyway? I pride myself on the education of my clients. I do this so they can make informed decisions about investments. So, let’s dig a little deeper to get a better understanding of the basics – the who, what, where, and why of a stock.
The 5 Stages of Retirement: 60 Day Guide
You are a late 50 to mid-60 year old. You feel comfortable in your retirement position, having just left your financial professional’s office. So far, so good, right? Now the hard part — walking into your boss’s office to utter the words “I’d like to retire.”
The Financial Impact of Working Longer
The last thing any working professional wants to think about is working longer. However, working longer is an important lever (or option) to pull when it comes to your retirement lifestyle. It potentially allows a “richer” retirement and can give “more” to your lifestyle during your working years.
Taming Expenses May Be Your Answer for Conquering Retirement
Understanding your monthly expenses is critical in your probability of financial success. Typically within minutes of understanding an individual’s monthly inflow and outflow, we can determine how much needs to be done for this plan to work.
Deferred Compensation: Tips for Top Talent
As one moves up the corporate ladder & hits a certain income threshold, Companies use some creative tactics to make sure all levels of the corporate ladder are treated fairly.
The College Planning Advice You Thought You Already Knew
Are you trying to give your kids a leg up on their collegiate careers? Our latest blog discusses a simple, yet brilliant idea how.