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The Benefits of Voluntary Benefits Coverage

The following is a guest post from Meg Tarris who  works with her husband, Greg and her son, Alex.   We have spent our careers  advising clients (both corporate and individual), about their investments and finances.  In recent years, we began hearing again and again many similar stories of financial hardship as a result of [...]

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Career Guidance for Children and Grandchildren – Programming

This post will help you when children ask – What should I do for a career? The world has been radically altered by computers, and we have seen nothing yet in the continuing transformation of society from computing power.  However, the education system has been slow to modify their teaching ways, so even if they do not [...]

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Kids’ Allowances: A How-To

In a previous post, I discussed the importance of teaching your child at an early age about finances.  One question that comes up frequently: When should you start giving your child an allowance, how much and under what circumstances? An allowance is much more than pocket money for a treat or a toy. It is [...]

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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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The Essential Benefit of Life Insurance

We all know of the unexpected young death of someone whether it is a family member or friend.  The tragedy of losing a friend or loved one is made worse if the loss of income the person provided his or her family has not been planned for. While the overall rates charged by life insurance [...]

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Copy of 2 pages of a Last Will and Testament

Estate Planning Isn’t Just About Saving Taxes

This is a guest post from Robert Kurre, an attorney with Kurre Levy Schneps LLP. in Great Neck, NY. Robert J. Kurre, Esq. is the Partner-in-Charge of the firm’s elder law practice and co-Chair of its trusts and estates practice. Don’t be fooled into thinking that you don’t need estate planning just because you’re not [...]

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What’s Your Favorite Flavor?

The year was 1981. And my life was definitely destined to change.  I was a senior in high school and with that coveted title I had the privilege to alter my schedule so I had plenty of free time. I was preparing for the usual senior year items including college applications.  The carefree days of [...]

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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 arises.  The concerns range from healthcare, and  housing, to monetary and emotional [...]

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The Perfect Care Package for Your College Freshman

Everyone in the family is known for something specific.  If you need any guidance on any specific area, chances are that someone in your family knows more information on that subject than you would ever dream possible. Now this may sound unimpressive, but I have been known to send an awesome care package for those [...]

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Help your Children with their School Work: Khan Academy

As fall is in the air in Bergen County, New Jersey and the tri-state region, it can only mean two things: the return of football and the return of school.  In this post, we want to pass along a website that we were exposed to recently which is quite astonishing for schoolchildren and adults of [...]

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