29 Jan 2017
I am honored to be a 3- time winner of the Five Star Wealth Manager Award and be listed in New Jersey Monthly magazine.
Read moreMonth: January 2017
17 Jan 2017
Research quoted in the Harvard Business Review suggests bosses matter far more for employee job satisfaction than any other factor. What makes someone a great boss? Studies of leaders often focus on their style or charisma, but workers are also affected by their boss’s technical competence. Bad bosses can't do the employee’s job, were outsiders, and the supervisor’s level of expertise wasn't respected in the office. Read more for the full story.
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15 Jan 2017
If you are considering downsizing this year, you need to be prepared to let go of some items. If you have antiques or other collectibles, deciding what to keep, give to family/friends, or donate can be troublesome, especially if you don't know what they are worth. Calling in a professional may help.
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2 Jan 2017
Retirement accounts and estate plans may soon be taking a major hit from theIRS, if Congress decides early next year to change the rules on a tax strategy involving inherited IRAs that many affluent families have used to their advantage for years. So-called "stretch IRAs" have been an important strategy for individuals inheriting large retirement accounts to keep taxes to a minimum, so losing this ability is a big deal!
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