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Take this additional action when you change the clocks!

Sunday March 12th, 2017 is the official date for Daylight Saving Time. The time has come to move the clocks one hour ahead…..finally.  The feeling of spring will soon be in the air and the arrival of warm sunshine and longer days. With the change of the clocks, the customary change of your smoke detector batteries […]

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How to Choose a Guardian? 7 Questions to Consider

How to Choose a Guardian? 7 Questions to Consider

Becoming a parent is one of the most joyous occasions in your lifetime.  When the little bundle of joy is handed to you for the first time, the feelings are overwhelming.  First, there is a feeling of awe, that you have created this little person with ten little fingers and ten toes. Then comes the […]

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Spousal Financial Feuds

Spousal Financial Feuds

Solving Financial Problems with your Partner Peacefully Will you fight with your spouse over money? I’m afraid so. The trick is to get the battles over quickly so you can kiss and make up. Yet, studies have established that money-related matters are among the most common causes for divorce. How do you prevent that from […]

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Photo by Phine Rhoc'z

Check This When Changing Your Clocks for Daylight Saving Time

 November 6, 2016 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 […]

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Helping Your Parents Manage Their Money

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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Autumn Years Winter 2015 Cover photo

How to Guide Against Financial Predators

My article in this quarter’s edition of Autumn Year’s is now available.  The article addresses a common problem for individuals: the threat of financial phone scams and identity theft.  I discuss the creative ways that crooks try to confuse you into being conned.  Be informed and take key actions that ensure that you will not be their next victim. […]

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Changing up the Holiday Conversation

This guest post was written by Alicia Temmerman who works for our partner Loring Ward. What are the most important things to talk about at this time of year? I recently sat down with Robert Temmerman, Jr. (or Dad as I call him), a specialist with 30 years of experience in estate planning, to find […]

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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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