I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: The Tax Cuts and Jobs Act was approved and is now the new law of the land.Read More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: 1. Have Open and Honest Conversations with Spouse/Partner About Your Retirement Journey Having an honest conversation withRead More…
Today, I spoke at a meeting sponsored by the Northern Virginia Estate Planning Council. My presentation was titled, “Estate Planing Challenges in Divorce,” and I reflected on many of the topics IRead More…
In the U.S. News & World Report article, “How to Capitalize on Falling 401(k) Fees,” I provided insight regarding the pitfalls of chasing the performance of investment returns. Reported returns may be convincing, butRead More…
On Septemer 13, 2017, I’ll be speaking in Hershey, Pennsylvania at the Woodbury Financial Elite producer conference. The topic of my talk will be how people’s emotions affect their financial planning, andRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: For nearly 40 years, I’ve been providing financial guidance and advisory services to individuals, couples, multi-generational familiesRead More…
On Tuesday, April 25, I’m delivering a presentation at Keystone College, located in La Plume, Pennsylvania. In my presentation, I’ll be speaking to economics students about finance, and I’ll be sharing aboutRead More…
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: I have been dealing with the topic of the transition to retirement for the past 25 years.Read More…
Last week, I appeared on Radio America Network’s program, Home and Family Finance hosted by veteran producer, reporter, and news anchor Paul Berry. During the interview I provided insight about divorce and finance and discussedRead More…
On Wednesday, February 22, I’ll be a guest on Radio America’s program Home & Family Finance, hosted by veteran television and radio personality, Paul Berry. I’ll be providing financial insight and answering listener calls.Read More…