Helping elder family members pay their bills like their home mortgage

Help for court-appointed guardians of property and conservators

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to assist yet,  you are likely to be put in this role in the future. To help someone in this “financial caregiver” role, the federal Consumer Financial Protection Bureau has published four guides […]

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cars

Is The Stock Market Really Rigged?

There is a new book by Michael Lewis called “Flash Boys” which has many people talking and wondering if they should be concerned with investing in the stock market. During his public relations blitz, he summarized his book with the following stunning phrase – “the stock market is rigged”. My fear is that potential investors […]

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Power of Attorney for elderly

Managing Someone Else’s Money – Power of Attorney

We have seen our clients and friends need to assist older family members with their financial affairs. If you have not been asked to do this  yet,  you most likely will in the future. To help those in the “financial caregiver” role, the Federal Consumer Financial Protection Bureau has published four guides titled “Managing Someone Else’s […]

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Stocks for the Long term includes are global stocks

Stocks for the Long Run

Stocks for the Long Run is a newly updated book from Jeremy J. Siegel that was originally published in 1994. Professor Siegel teaches at the Wharton School of the University of Pennsylvania and has written extensively for the Wall Street Journal and Financial Times.  The book is essentially an encyclopedia of knowledge concerning the global stock markets. […]

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I must be out of my mind. It's snowing and all I can think to do is eat baskin robbins rum raisin ice cream.

Why Consider Long-Term Care Insurance?

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 to create free time. I was preparing for the usual senior year items including college applications. The carefree days of senior year had arrived […]

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His Annual Letter - 2013

Summary of Buffett’s Newsletter

Warren Buffett has understandably been considered one of the best investors of all time. Yearly, he writes a letter to his shareholders concerning his firm – Berkshire Hathaway, Inc. Our clients all own his company, as it is one of the largest companies in the U.S. and thus, is held in the Large Company U.S. […]

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Business advice to young women from successful business women

Role Models for Our Daughters

Raising daughters is difficult. And it seems to be getting even more difficult. The culture today sends messages to our daughters that are extremely conflicting. Beyoncé is an example of a strong female role model, or so I used to believe. Her lyrics were empowering (“If I Were A Boy”, as an example), and her fame […]

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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 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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