After 30+ years and meeting with literally thousands of people along the way, I've been asked just about anything there is to ask. While primarily financially related, I never know what the context of the conversation is going to be from meeting to meeting: everybody is different, and every situation is different. I do have…Read more
Recent Posts by ndeutsch
Recently our Government passed a new $1.3 Trillion (with a "T") dollar tax bill which has raised much controversy with both members of Congress as well as us, as Americans. Not being in the "Trillionaires Club" it's hard for me to think in terms of that staggering amount of money, and what to do with…Read more
Sooner or later, the transfer of your wealth will be the subject of who or what will be the recipient of your hard earned money and items. There are no hard and fast rules: every person, family and entity is different. If you have a dollar you have an estate, and plans as to who…Read more
Now that tax time is finished, thinking about putting money away for use later in life is not. Retirement planning and saving is a 365/24 deal... it should always be on your mind. My day involves lots of planning to accomplish many different goals. Financial planning involves budgeting, investment management, cash flow, portfolio construction and…Read more
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