Regarding Mother’s Day

May 11th, 2012

An unusual fact regarding Mother’s Day is that the recognized founder of the US version of Mother’s Day– Anna Jarvis – was never a mother… or even married!  Also interesting is that the original idea of an official celebration of Mother’s Day in the US was first suggested by Julia Ward Howe (author of “The [...]




A Lifetime Tool

May 4th, 2012

Today I got married and I made a vow to always take care of my wife. If something were to happen to me, she would lose over half of our current income, owe approximately $200,000 between our mortgage and our auto loans and of course…be devastated. Today I received the best gift God has ever [...]




The Finance of Remarriage

April 20th, 2012

Adults entering a remarriage are likely to bring assets, debts, obligations and established spending habits into the relationship. Since credit reports aren’t required for a marriage license – and you generally only see them when you apply for a mortgage together – “your new partner’s finances are often unknown, even though you usually need to [...]




Are the Markets Overpriced? – 6 Things You Can Do About It

April 13th, 2012

Wouldn’t it be ideal if you had a crystal ball and could answer the question that’s on everyone’s mind today? Unfortunately, you don’t – and we don’t either. No matter how many analytics are put to use, it is impossible to know which direction the market will go from here. In other words, you have [...]




Who Is Sitting At Your Table?

April 5th, 2012

We all face obstacles that at times seem difficult to overcome, perhaps even more so during holidays such as Easter when symbols of new beginnings, hope, and celebration surround you. How do you cope? Who do you turn to? Recently, Rabbi Benjamin Scolnic gave a sermon about this topic. Below are some of his wise [...]




7 Common Estate Planning Mistakes

March 30th, 2012

The most common myth associated with estate planning is that it is done by completing your will in an attorney’s office. Or, more recently, that it is done when you print your will from legalzoom.com or another on-line legal service, sign it, and have it notarized. This couldn’t be the further from the truth. Estate [...]




Breaking News!!!

March 23rd, 2012

On January 13th, Air Florida Flight 90 crashed into Washington D.C.’s 14th Street Bridge and fell into the Potomac River, killing 78. On the same day, a Washington Metro train derailed to the north causing the system’s first fatal accident. As reported on March 10th, unemployment in the United Kingdom increased by 129,918 to 3,070,621, [...]




We May All Be Irish on St. Patrick’s Day

March 16th, 2012

We may all be Irish on St. Patrick’s Day, but we all celebrate a little differently. See if you can match the St. Patty’s day tradition with the appropriate country. The answers are at the bottom of the page. River water is colored green. Day celebrated as a religious holiday like Christmas or Easter. Celebration [...]




Being Financially Savvy is a Family Business

March 9th, 2012

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We strive to help our children financially, and we’d like to bequeath them at [...]




How Do You Measure Your Wealth?

March 2nd, 2012

If you ‘Google’ this question, it results in all sorts of mathematical tools that tell you how you should add up your assets that you have acquired over your lifetime. However, if you read about half way down the first page of search results, something changes with the addition of the word “true.”  There is [...]






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