Category Archive for "Financial Planning"

Things Wealthy People Commit To… Do YOU?

The old saying "the grass is always greener in the other guys (or girls) yard" is a bit overdone in my opinion. While some wealthy people have inherited their wealth, my experience is most that I work with are self-made... they did it themselves. While they all took a different route, the destination was the…

Financial Planning

May 4, 2016

Neal

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The Ultimate Emergency- How Prepared Are YOU?

As a Certified Financial Planner® practitioner, one of the first things I learned in working with and helping people prepare for the long haul is the creation of "The Emergency Fund": a sum roughly equal to 6 months household expenses held in a liquid account accessible for emergencies- yes, the one you never figure would…

Family, Financial Planning, Insurance, Rivertown Magazine

May 3, 2016

ndeutsch

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The Truth Shall Set You Free… or Make You Poor

Before I start, let me say I try to steer clear of discussing politics, religion or personal preference with clients and friends. Everybody is entitled to their opinion, and we are all right and we are all wrong. With that said, I've got a couple of thoughts. With the elections still almost a year away,…

Financial Planning, Retirement, Rivertown Magazine

January 3, 2016

Neal

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Intergenerational Planning- more than just a big word…

For those of you who are parents and/or grandparents, the thought of moving your wealth from one generation to another can be rather perplexing and downright thought provoking. We want our children to do and be better than us, and our darling grandchildren are... well... our darling grandchildren! Full of life, innocent to today's harms…

Financial Planning, Retirement, Rivertown Magazine

December 2, 2015

Neal

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Articles & Knowledge

October 3, 2011
When Gifts Become A Liability

My mother-in-law, Kathleen, was a devoted watcher of Judge Judy. No matter what she had planned…
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June 10, 2018
I’m Drawing A Blank On This One…

After 30+ years and meeting with literally thousands of people along the way, I've been asked…
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March 6, 2019
Variety is the Spice of Life!

John Grey, noted American author wrote in his blockbuster book "Men are From Mars, Women are…
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July 10, 2018
“I’M SO CONFUSED!”

Vinny Barbarino’s tag line on Welcome Back Kotter, played by John Travolta Needless to say, the…
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Things Wealthy People Commit To… Do YOU?

The Ultimate Emergency- How Prepared Are YOU?

The Truth Shall Set You Free… or Make You Poor

Intergenerational Planning- more than just a big word…

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Articles & Knowledge

When Gifts Become A Liability

I’m Drawing A Blank On This One…

Variety is the Spice of Life!

“I’M SO CONFUSED!”

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