foxy lady

5 Ways to Build Your Wealth

Let’s start at the very beginning…..  A very good place to start…..  When you read you begin with A- B -C when you sing you begin with Do Re Mi……   The Sound of Music Beginning can be difficult especially if you feel like the task at hand is confusing.  But beginning to build your […]

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Flowers

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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Met Life Blimp landing

What Happened to the Good Old Days of Pensions?

My father worked very successfully for 30+ years at one company –  MetLife Insurance Company – as was common for many of his generation.  My mother now receives a monthly pension check from MetLife due to my Dad’s productive working years and she will receive a pension check for the rest of her life.   However, the […]

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Harvest_august_2013

Are You Prepared for Your Harvest?

Don’t you wish positive times could go on forever? I asked Maureen this upon returning from our recent vacation, after we had enjoyed the warm climate and sunshine. And while we all wish that we could always be in times of harvest, the times and seasons are constantly changing. It is during these changing times when we […]

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No. 30; American view of Africa from 1839

The Lightly Reported African story

The economic growth from the continent of Africa will be the big news over the next two decades. Unfortunately, last year the Ebola epidemic on the western side of Africa and terrorism in Nigeria and other parts of Africa continuing this year have dominated the news. While tragic, as is typical with the news cycles, these tragedies dominated […]

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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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Spring_Cover_Website

Planning Financially and Emotionally for Retirement

Maureen’s article in this quarter’s edition of Autumn Year’s is now available.  She addresses what are the keys to a longer and healthier retirement.  In addition, she discusses the five common misconceptions about retirement that many of us have. This Bergen Country NJ magazine focuses on life after 60 years old. Its purpose is to provide readers […]

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CuTe BaBy

Planning for College – The Sooner the Better!

If you have children, planning for college is a topic that you should begin to discuss with your financial advisor during your first meeting.  With the cost of a college education increasing every year, the number that needs to be saved is staggering.  But just like retirement, planning for college is essential. As we all […]

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Berkshire Hathaway 2009

Berkshire Beyond Buffett – Book Review

Last year, Maureen and I took steps to ensure that our clients would be cared for in the unlikely event that we were disabled or died in a common disaster.  We engaged in a Contingency Agreement with another advisor who would be able to step-in if this unfortunate event ever did occur.  This threat is not […]

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Personal Income Taxes Ver7

Benefits of Tax managed funds

No one likes to pay taxes.   But for some investors they want to do all they can to reduce their income tax burden.   It has often been stated there are only two things certain in life: death and taxes. Investors are subjected to two forms of taxes.  They pay taxes for bond dividend income received […]

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