Here’s To 2023!

Here’s To 2023!

I wrote this four years ago. Seems like a long time ago in a galaxy far, far away. Bears some relevance to what we are looking at for this year 2023: A Little Perspective… “Stocks Set to Clinch Best Year Since 2013…” exclaimed the Wall Street Journal front page on...

What I Wish For You

The other night, I had a long telephone conversation with a good friend from college. We caught each other up on the past few months of our lives, had plenty to say. Unfortunately, he told me his sister, not yet 50, is sick again with cancer. She is not expected to...
End-of-Year Tax Planning 2022

End-of-Year Tax Planning 2022

Tax planning should be an on-going practice of yours, something that take’s place year-round. But now is as good a time as any to consider potential tax saving strategies before the end of the year. It’s not how much you make but how much you get to keep… For...
Divorce After Fifty

Divorce After Fifty

Divorce is rarely fun or positive. It can be especially troublesome and financially destructive after fifty. And ladies, hear me loud and clear. Many times, you suffer the brunt of divorce.  If you are not involved in your marital finances enough to understand...
Social Security, The Basics

Social Security, The Basics

Social Security, the when, the how and the what can get really deep in weeds. Entire books have been written about it, there are spreadsheet calculators designed to maximize your benefit and countless webinars and workshops to educate you. Let’s just get to basics...