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Five Tips For Year End Charitable Giving

Five Tips for Year End Charitable Giving

Five Tips for Year End Charitable Giving Five Tips for Year End Charitable Giving.  This is one of the most important times of year for charitable fund raising. Nearly a third of all donations are made during the month of…

‘Tis The Season For Thwarting Investment Cyberfraud

‘Tis the Season for Thwarting Investment Cyberfraud

‘Tis the Season for Thwarting Investment Cyberfraud. With the winter holidays coming up, you may be rushing through life’s tasks a bit. I know I am. You’re shopping, traveling and trying to get as much work done as possible in between…

IRS Updates – What’s On The Horizon For 2018

IRS Updates – What’s on the Horizon for 2018

IRS Updates - What's on the Horizon for 2018 In 2018, the IRS will be raising many of the contribution and exclusion limits that we’ve grown accustomed to over the past few years. Two important provisions that will be increased…

New Jersey Estate Tax Repeal

New Jersey Estate Tax Repeal

New Jersey Estate Tax Repeal Last fall, the state of New Jersey made a momentous step when it announced the phase-out of its state estate tax. This two-step phase-out started with an increased estate tax exemption to $2,000,000 per person…

Investor Virtue #5: Humility

Investor Virtue #5: Humility

Investor Virtue #5: Humility Note: This blog is the fifth and final installment in my series on the Five Virtues of a Wise Investor. Read about the other four virtues: No. 1: Curiosity, No. 2: Courage, No. 3: Thrift and…

Investor Virtue #4: Patience

Investor Virtue #4: Patience

Note: This blog is the fourth installment in a series on the Five Virtues of a Wise Investor. Read about the first three virtues: No. 1: Curiosity, No. 2: Courage, and No. 3: Thrift. Five Virtues of a Wise Investor…

The Need For A CCRC-Optimized Portfolio

The Need for a CCRC-Optimized Portfolio

If you or a family member are considering a Continuing Care Retirement Community (CCRC) for housing and future health care in retirement, it’s vitally important to consider your current financial resources against your potential new expenses. I’ve talked to hundreds…

Investor Virtue #3: Thrift

Investor Virtue #3: Thrift

Note: This blog is part of an ongoing series on the Five Virtues of a Wise Investor. You can read here about #1: Curiosity and #2: Courage.  I talk a lot with clients about the value of being a thrifty…

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