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The Importance of Estate Planning in 2021: Part 1-Living Issues

The Importance of Estate Planning in 2021: Part 1-Living Issues

Striving for Peace in Uncertain Times We are living in uncertain times. Currently, we are approaching the one-year anniversary of the COVID-19 pandemic’s introduction to the US. Many of us know a[…]

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How Do I Fit Social Security Into My Retirement Planning?

How Do I Fit Social Security Into My Retirement Planning?

Like most Americans, you've probably paid into Social Security during your entire working life. In return, you can begin to receive monthly income from this federal program once you retire. You[…]

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Estate and Death Taxes Proposal, More People Affected

Estate and Death Taxes Proposal, More People Affected

The new administration has made their tax priorities clear. They would like to return taxes to the prior levels. One of the most significant changes could affect the tax at transfer of the assets[…]

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Biden’s Proposals for Higher Taxes

Biden’s Proposals for Higher Taxes

During the presidential campaign Joe Biden made his tax priorities clear: He wants to eliminate the tax cuts of the Trump-era leading to higher taxes on corporations and the “rich.” With the[…]

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How to Avoid when Something Bad Goes Wrong [Video]

How to Avoid when Something Bad Goes Wrong [Video]

  So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple.[…]

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Top 5 Qualities to Look for in a Financial Planner

Top 5 Qualities to Look for in a Financial Planner

As the adage goes, "no one will care more about your money than you do"—which means that selecting the right financial planner can require a great deal of trust. Financial advisors can help guide[…]

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Happy Holidays & Happy New Year [Video]

Happy Holidays & Happy New Year [Video]

  Hello everybody, it's been a while since Avi and I have met with you, but she wanted to make a Christmas video, and I thought that was a great idea. Happy Holidays, Merry Christmas,[…]

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Santa is Retired

Santa is Retired

Santa Has Left the Building If you haven’t already heard, Santa gave up his breaking-and-entering delivery schedule long ago. Initially, Sears, Macy’s, and Nordstroms took over. Today, Amazon,[…]

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Choosing a Financial Advisor: What to Know Before You Invest

Choosing a Financial Advisor: What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical[…]

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Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 2

Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 2

Review In our first post in this series, Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1, we gave you a few ideas and rules to follow to have a fantastic (and[…]

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