What is your next move going to be? Everyone wants to get in better shape, especially as we get older. But for some reason we have trouble taking the right steps in getting started, even though the mirror reminds us every day of our goals (sometimes that mirror also reminds us that the older we [...]
If you’re like most people, you probably have a part of your retirement savings (and other assets) allocated in bond mutual funds. And if you’re like most people, you probably put together an allocation and forgot about it – the “set it and forget it” strategy. Investors like to diversify into bonds to reduce the [...]
If you had told me when I was 25 that I would one day spend the better part of a week considering the pros and cons of a 15-student SAT course versus a one-on-one, I would have told you that you’re crazy. But now that my daughter Abby is getting ready to apply for college, [...]
This past year saw much news and change in the world. From Hurricane Sandy to the Presidential election, the Olympics to the horrifying school shooting in Connecticut, we can only describe 2012 as an eventful year filled with ups and downs. The markets reflected this, swinging throughout the year before ending on a positive note, [...]
There is a lot of talk in the financial news about the coming “fiscal cliff” and its potential ramifications for investing, financial planning, tax planning, and estate planning. While there is a lot of speculation about what might happen in the coming weeks and how to plan ahead, investors still face an enormous amount of [...]
The last thing anyone wants to think about is losing their spouse to an accident or illness. The topic itself feels morbid and sad to most people, one that is best avoided for as long as possible, but in fact this subject should be addressed far ahead of time. I sadly just lost a longtime [...]
The Tax Landscape: Countdown to 2013 as Fiscal Cliff Looms In December 2010, Congress extended the so-called Bush-era tax cuts. However, for investors, the legislation may have been a stay of execution rather than a full pardon. As of January 1, 2013, federal tax rates on income, qualifying dividends, and capital gains (among other provisions) are [...]
NY Daily News Money Pros Column I was recently asked to provide advice for the New York Daily News Money Pros column, and I felt that the topic was so important that it would be great to share it with you too. Inheriting an IRA can be confusing to even the savviest investor and the implications [...]
Things to Consider When Buying a Home Are you, a friend or family member in the market for a new home? Especially for first-time home-buyers, the process of deciding how much home you can afford and obtaining a mortgage can be a bit daunting. Read on for detailed information and important tips about the home-buying [...]
Do you know what you’re paying for the mutual funds in your 401(k) or 403(b) plan? Most people don’t: a 2011 survey conducted by the AARP found that a whopping 71 percent of respondents didn’t think they paid anything for investments in their retirement accounts. However, this perception is far from the truth! Luckily, new [...]
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- My Personal Experience in Donating Bone Marrow/Stem Cells…Fight Leukemia and Become a Donor 10:01 am
- Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event 4:31 pm
- What Are All These Fees? Knowing Your Asset Management and Mutual Fund Fees 1:00 pm
- Enough Already with Ignoring Your IRA, 401(k) or 403(b) 6:43 pm
- Counting on Social Security Being There in Your Retirement? Think Again! 8:58 am
- WARNING: Bond Mutual Funds in Your 401(k), 403(b), and Non-Retirement Investment Accounts! 8:23 am
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- 401(k) and 403(b)
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- Asset Management and Mutual Fund Fees
- Become a Bone Marrow/Stem Cell Donor!
- Bond Investing
- College Scholarship
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- Economic Notes
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- Fiscal Cliff
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- Identity Theft
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- Save a Life – Become a Bone Marrow/Stem Cell Donor!
- Social Security
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- Youth Investing