There’s an old Yiddish expression that rings true far too often in life: “Man plans, and God laughs.” The obvious meaning is that we all try to plan how our
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When you’re in the business of financial planning, certainty is rarely an outcome. If someone were to retire with $10 million in investable assets, for example
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It seems like I just wrote a column for the last newsletter of the year, except the year that was ending was 2021. Is it me, or does it seem like the years are
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A year like 2022 can test even the most committed long-term investor. With the benefit of 20/20 hindsight, we can all say we saw the market drop coming or that
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June 30, 2022
As we move into summer, thoughts naturally turn to vacations. Living on the East Coast, one may think about a trip to the shore (if you’re in
June 30, 2022
A successful retirement is about so much more than no longer working at a job. To put you on the right path, the AARP Bulletin1 recently
May 15, 2022
To long-time clients, let me start by saying: “Here we go again.” To newer clients, I’ll say: “Don’t worry; this is normal.” And to everyone
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March 31, 2022
When you work with as many families as we do, there’s always a story. Some are comical in nature, and we get to share a laugh, while others
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March 31, 2022
Michael Bloomberg is credited with saying: “…the best financial planning ends with bouncing the check to the undertaker.” The man was right
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February 15, 2022
Recently, a friend and I engaged in a fairly profound conversation. He wondered what he was going to leave behind after he died. He asked
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December 31, 2021
In between COVID surges, you may have noticed that it’s getting harder and harder to find salespeople in stores or staff in the supermarket
December 31, 2021
Writing in the NY Times Business section1, Jeanna Smialek provided a brief yet thorough treatise as to what causes inflation and how it