Financial Advice Blog

According to National Center for Women and Retirement Research, in the world today there is a $1 trillion intergenerational wealth transfer going on of which 70% is going to women. In fact According to the National Bureau of Economic Research, in recent years more wome...

A few weeks ago I was interviewed by a journalist, Marcie Geffner for her article for FOXBusinees.com on - "Peppy Ways to Fight Budget Burnout". The conversation was very interesting and in fact she used a few ideas I shared with her in her article. Budget Burnout is s...

I departed quietly from Corporate America after 18 years of faithful service; I left the mother ship behind. The cold sweat and pulsing heart beats that I awoke to each night for the next 2 months, were the physical manifestation to the intellectual realization that I...

I have never given my children an allowance. Primarily my own laziness prevented me from starting another bookkeeping challenge. I also felt that with six of us in the house, each member of the family needed to realize early on that he or she needed to contribute to th...

For as long as I can remember myself working with clients on retirement planning, the word "retirement" has been banned!! Yes, clearly banned from the conversation. It was always replaced with phrases such as "second career", "dream job", "favorite pass time" but never...

With a child out of college, one in college and two others to follow, college education and its value has become the topic of the decade for us. I have spent years planning with clients for the eventuality of paying for college and now, as the paying parent, I can tell...

This year, after we have all muddled through news headlines that change from minute to minute, crying out doom and gloom from start to finish, don't be surprised if you are emotionally drained and mentally spent. That's why at this holiday season I want to remind all o...