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How to Contribute to Your Grandchild's Financial Future

How to Contribute to Your Grandchild’s Financial Future

Maureen’s article in this quarter’s edition of Autumn Year’s is now available. She addresses three key strategies for contributing to your grandchild’s financial future.  The right choice depends on how much you intend to give, as well as on your grandchild’s stage of life and the goal of the financial gift. This Bergen Country NJ […]

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kids money dollar bills tossed

Teaching Your Child about Money

We all strive to provide the best for our children.  We hope that they enjoy everything that life has to offer and grow up to lead happy, productive lives.  One aspect of life that can help having a happy life is being prepared to manage your finances.  And what better way to  prepare your child […]

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My Retirement Cake

Planning to retire later in life? What you need to know

When will you retire? It is a question that most of us begin to think about by the time we are 50 years old.  Having a marker of when you expect to retire is an essential piece of information that you need in order to plan for your retirement income needs. When we first discuss […]

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Financial Planning in Good Times and Bad

The act of preparing for an event is part of life.  Some things that you prepare for are wonderful events, where you eagerly anticipate the enjoyment and happiness when the event arrives. And there are some events in life – that even though you feel that you are prepared for – can still knock you down when […]

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2014-07-11 12.31.46

A life well lived

There is no knowledge so hard to acquire as the knowledge of how to live this life well and naturally. ― Michel de Montaigne – one of the most influential writers of the French Renaissance. My mom, my extended family and I all had a large loss in early January with the passing of my dad Robert […]

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Elderly People Street Sign

Protect Yourself from Your Aging Brain

Old age should come with a  caution label. As we have often discussed on this blog, most of us should be expecting to live longer than our parents or grandparents. And while this longevity can be beneficial, it also comes with some difficulties. We’ve addressed the major difficulty of making sure that your income can keep pace with […]

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Together for good and bad

Helping Your Parents Manage Their Money

Getting older is hard. As you hit a certain stage of your life you realize that many of your friends are encountering the same issues. There is not a week that goes by that the discussion of how to care for aging parents doesn’t arise. The concerns range from healthcare and  housing to monetary and emotional issues. […]

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Guidance for Students (& Everyone)

In the 1970s and 80s, Borden, Inc. was a $5 billion conglomerate with headquarters in New York City. Eugene (Gene) Sullivan, a great friend to my parents and my family, served as Chairman, and Joe Saggese, was a close colleague. (Joe Saggese’s son, Ken, is a longtime close friend of Maureen and me). While Gene was Chairman of […]

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Check This When Changing Your Clocks for Daylight Saving Time

November 2, 2014 is the official date for Daylight Saving Time. The time has come to move the clocks one hour back.  And I think everyone could use an extra hour of sleep. Although this means mornings will be lighter and evenings shorter. With the change of the clocks, the customary change of your smoke detector batteries […]

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Times Square / dusk

Talking Money With Honey

In mid-September, AdviceIQ held a week long National Financial Advisor Week event in New York’s Times Square. Maureen and I were happy to sit on one of the many panels entitled “Talking Money with Honey”. This post was written by Larry Light who is an editor at AdviceIQ describing some of our panel interactions. AdviceIQ delivers quality personal finance articles by both […]

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