Retirement Paradise

Common Misconceptions about Retirement

Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider retirement as a new […]

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Finding Your Purpose in Life is Good for Your Health

It is sometimes difficult to think specifically about what your purpose in life is, but reminding yourself is good for your health. According to Victor Strecher, author of “On Purpose” and Professor at the University of Michigan’s School of Public Health, It is important to have a purpose, a direction, in life, and it’s particularly […]

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Talking Money With Honey

In mid-September, AdviceIQ held a week long National Financial Advisor Week event in New York’s Times Square. Maureen and I were happy to sit on one of the many panels entitled “Talking Money with Honey”. This post was written by Larry Light who is an editor at AdviceIQ describing some of our panel interactions. AdviceIQ delivers quality personal finance articles by both […]

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Should individuals invest cash now?

A common question that we been receiving over the last several months from prospects is “Is it too late to invest in the stock market”?  There are a number of people who have maintained very large cash positions since the great recession that ended in early 2009.  These people have watched as the S&P 500 index has […]

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WAZE...an app that saves you time and maybe tickets!

WAZE…an app that saves you time and maybe tickets!

Before I discuss the benefits of the wonderful free app called Waze, I would like to make a disclaimer that I am a bit technologically challenged. I do not have many apps on my phone and find the concept to be a bit overwhelming. However, Waze is a wonderful tool to use when driving, especially […]

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Will Your Money Last As Long As You Do

Dan and I are happy to be contributing to a new magazine in Bergen County focusing on inspiring and informing members of the sixty-plus generation.  We will be writing our column on financial planning to help people focus on the things that matter to them and that they can control.  This issue we discuss how to […]

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Dimensional Fund Advisors:  Austin, TX Headquarters

The Certainty Principle

We live in a culture that is filled with information at our fingertips…literally. And we expect to be able to ascertain exactly what we should do with this given information. But are we sure? The path should be obvious with the media informing us their opinions on the market and when the appropriate time is […]

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The New York Stock Exchange

Why Dimensional Fund Advisors (DFA)?

People generally ask us once they know that we are an approved advisor of Dimensional Fund Advisors (DFA) funds a very simple question: Why DFA? I often describe how my quest to provide the best investment options for my clients was the result of many years of studying in academics and working in the business world. From this research, […]

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Photo of the Arthur Ashe statute at US Open Tennis

Why Invest in International Companies?

We were fortunate enough to attend the US Open Tennis Championship in Queens, NY over the Labor Day weekend. It is one of the more enjoyable sporting events due to the ability to choose between multiple matches on several courts. As I had not  been to the U.S. Open  championship for a few years, I noticed […]

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Do You Have an Estate Plan? Here’s Why You Should

When people hear the phrase “estate plan”, they think that it is just for the very wealthy or elderly. But, it is not. Estate planning puts you in greater control of the financial and healthcare decisions that directly affect the lives of you and your family. An estate plan allows you to protect the assets that […]

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