With the 2011 tax season now in the rear view mirror for most of us, we suggest that we can turn our attention to something more meaningful, such as ensuring that we take advantage of tax planning opportunities in 2012. But how can we make meaningful planning decisions this year when we are not sure … [Read more...] about 4 Ideas for Tax Planning – 2012
Social media company Facebook had their initial public offering (IPO) on Friday,May 18, 2012. An IPO is where a private company makes their shares available to the public for the first time. This well recognized company with over 1 billion worldwide users had significant hype leading up to the … [Read more...] about Should You “Friend” Facebook
I was fortunate to attend the Valley Hospital Foundation Lecture Series titled “Passages in Caregiving: The Most Memorable Passage in your Life” last week at the Valley Hospital in Ridgewood, New Jersey. The moving presentation was given by Gail Sheehy, bestselling author and literary journalist. … [Read more...] about Visiting with author Gail Sheehy
One of the most significant days of the year occurs the second Sunday of May. That day of course is Mother’s Day. As everyone struggles to find the perfect gift for their perfect mother, many may choose to purchase a bouquet of flowers. Mother’s Day accounts for one-fourth of the floral purchases … [Read more...] about Happy Mother’s Day!
Last week, I was able to attend a fundraiser for the Sisters of Charity - Halifax at the beautiful Union League Club in midtown Manhattan. As I and my family have been long-term supporters of the Sisters, it was nice to get together with other supporters as they continue to fund-raise for the … [Read more...] about The Remarkable Sisters
We are here to help ease your retirement worries and allow you to focus on the things that matter to you. We all tend to worry about different things in life. Whether it is about health, work, family or a relationship, taking the worry out of life seems impossible. Planning for your … [Read more...] about Welcome to Roots of Wealth!