Year: 2020

Parental Guide: Maxing the Value of a College Education

Warren Buffet has a saying, “Price is what you pay, value is what you get!  As high school graduates and their parents deliberate over where/whether to attend college next year, this axiom should be at the forefront of their minds.  While it is widely known that the costs of college skyrocketed over the past twenty […]

Why Not Loan Money to Family & Friends?

If you have money or people suspect you have money, you will eventually have someone ask you for a loan.  Most likely, that person will be someone you both know well and care about.  Emotionally you may have a strong desire to help, but should you?  After forty-something years of watching this scenario play out […]

SECURE Act- President Signs New Retirement Tax Law


President Trump signed into law the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, which became effective January 1, 2020.  This bipartisan bill offers some useful features along with some very bad changes for both the wealthy and average earners. The Good News Under prior law, you were required to begin taking Required Minimum […]

2020: Your 3 Most Important Goals

It’s a new year and a new opportunity to hit the reset button on goals for the most important aspects of your life. Your first question might be, “Does setting goals really matter?”  As a seasoned politician (Mayor of Mtn. Brook), my answer would be, “It depends…”  Most people go through life, never set any […]

Fourth Quarter Financial Planning Series: Don’t Be A Victim of Holiday Fraud!

With the holiday season in full swing, as evidenced by stores full of shoppers and lots of traffic, it’s also important to remember that this is prime time for fraudsters.  In the crowded business of this season, it’s easy to let your guard down.  Recent research by LIMRA indicates that 36% of those responding to […]