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Preparing For The Inevitable

In the recent past, I have had the experience of losing my father at age 82. As a Financial and Estate Planner, I have been part of planning hundreds of estates, and unfortunately, helping to settle far too many. Being that this time it was a personal family event, it gave me insight into the…
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NY Cost Of Living Is Expensive!

This past week while meeting with a new client, I was delighted to see a broad, smiling face at the opening of the meeting. Shamus McBurke (not his real name- I just liked the way it sounded!) was looking at life from a different prospective- the way he saw it, this recession, drop in his…
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What To Do With My 401(k)

It is a fact that in today’s business world, changing jobs and/or occupations is commonplace. As we are diligent about saving for retirement (you are diligent, aren’t you?) we usually make it a point to enroll in the company’s 401(k) plan as soon as we are allowed. While we are clear in the fact that…
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College Savings – Down To The Wire

Tassels, caps, gowns and football season - sights that trigger high school students’ dreams of college - often signal a financial nightmare for parents facing college costs estimated to reach as high as $175,000 or more by many sources within the next few years for a 4 year education. Unfortunately, there is no miracle solution…
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