Like physical training, financial planning should be tailored to the individual goals for the individual.

Training and Planning for Your Future

When you turn 50, you start to reflect on all of those things that you should have been doing in the past, such as exercising more. So with my New Year’s resolution to get in better shape, I joined a gym. Not just any gym, but the king of all gyms. Lifetime Fitness in Montvale has […]

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March Madness and the Billion Dollar Dream

March Madness has taken on a whole new meaning with the chance for one person to walk away with one billion dollars courtesy of Quicken loans and Warren Buffet.  The odds on winning the billion dollars are actually next to impossible, (1 in 9,223,372,036,854,775,808) but that didn’t stop 15 million people from filling out their […]

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David Lerner radio spot

Non-Traded REITs – Radio Ad

There is a radio spot which has been running in the NY area for David Lerner Associates which is best known for selling non-traded REITs (Real Estate Investment Trusts). They sell their investment products by peddling fear.  How so? The David Lerner radio spot opens with an employee discussing how he understands the pain and […]

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Don't let regrets hold you back from planning for your financial future

Regrets holding you back?

Snowy days are perfect for watching a movie and this winter we had more than one opportunity to take advantage and spend an afternoon in front of the screen. One movie that we recently watched was About Time, an entertaining tale about a father and son who are able to travel back in time.  The […]

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Just like the little black dress, certain styles never go out of fashion like sound financial planning

Fashion & Investing – The Little Black Dress

As every woman knows, the key to building a wardrobe starts with the essentials – the tailored white shirt, slacks, a good pair of jeans and, of course, the little black dress. And obviously, you will need the correct shoes to go with all those outfits. With the beginning of each new season, the fashion industry […]

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Like the building of a house, an investment plan needs have a design and

Design, Build, & Protect Your Future

As an independent fee-only financial advisor based in NJ, we act as a valued partner who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected … […]

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Be not afraid. Investors need to overcome the daily warnings of danger to secure their desired future.

Be Not Afraid!

It’s been said that the most common phrase in the Bible is “be not afraid” or “fear not”. Have you noticed that you cannot get through a nightly news broadcast without one of the newscasters using either the word “danger” or “dangerous”? Whether it is the dangers associated with a pending snowstorm or the new danger […]

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photo of the U.S.A. flag

What should investors do concerning Ukraine?

What should investors do concerning the situation in the Ukraine?  That depends.  What does the current crisis in the Ukraine have to do with your ability to provide income for you and your spouse for the rest of your lives? We understand the difficulties that our clients and others have trying to stay focused on the […]

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Empowering Young Girls

There are certain sayings that conjure up memories from my childhood and one favorite statement in my house was “You’re not the boss of me”! Growing up with three brothers and one sister in a household without a defined leader meant that someone was always trying to boss you around.  No need to worry – […]

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Our Longevity and Purchasing Power

In ancient Roman times, there was an elder by the name of Cato who said:  Cessation of work is not accompanied by cessation of expenses  This applies today even more so than it did back then. Even if you were a member of the wealthy class during Roman times, the average life expectancy was age […]

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