HISTORICALLY LOW INTEREST RATES FOR THE past few years have been very helpful to those refinancing their mortgages and extending loans, such as car, boat and general credit card rates. The yin to the yang has been the negative effect to those on fixed income, and those folks depending on interest income from fixed income…Read more
How Are Yoo Doing?
As we finish the first 6 months of 2013 we reminded that the economic recovery is not exactly all that it's been cracked up to be. While the government declared that The Great Recession was over 2 years ago I find that the people that I am meeting with don't seem to be much better…Read more
Do You Have A Vision
Last Sunday my wonderful Elizabeth invited me to Sunday tea at The Bricktown Inn located in Haverstraw, NY. Being that we are both tea drinkers and never to pass up an opportunity to spend time together, we put on our Sunday best and headed out. What made it extra special was the destination: The Bricktown…Read more
Turning “Dead Money” into “Income Money”
Each time I meet with a new prospective client we do a number of exercises: reviewing wills and trusts (if they have them) to make sure they still conform with their posthumous and current wishes, looking at old insurance policies, an investment review and a host of others determined by the individual or couple I…Read more