My article in this quarter’s edition of Autumn Year’s is now available. The article addresses a common problem for individuals: the threat of financial phone scams and identity theft. I discuss the creative ways that crooks try to confuse you into being conned. Be informed and take key actions … [Read more...] about How to Guide Against Financial Predators
Autumn Years magazine
How to Contribute to Your Grandchild’s Financial Future
Maureen's article in this quarter's edition of Autumn Year's is now available. She addresses three key strategies for contributing to your grandchild's financial future. The right choice depends on how much you intend to give, as well as on your grandchild's stage of life and the goal of the … [Read more...] about How to Contribute to Your Grandchild’s Financial Future
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 … [Read more...] about Planning Financially and Emotionally for Retirement
Beware of Bad Behaviors that can Hurt your Financial Life
Maureen wrote an article for the Fall Edition of the new Bergen County (NJ) magazine Autumn Years asking Will Your Money Last as Long as You Do and now I have written one for the Winter edition. My article deals with the major determinant of investor success - their own behavior. To drive this … [Read more...] about Beware of Bad Behaviors that can Hurt your Financial Life
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 … [Read more...] about Will Your Money Last As Long As You Do