On Tuesday, February 21 from 2:00 to 3:00 pm, I’ll participate in a panel discussion regarding retirement planning. The event will be at Fox Hill Cosmopolitan Retirement Living located at 8300 BurdetteRead More…
Featured in BUSINESS INSIDER Article “A top NYC divorce attorney shares the one thing she wishes everyone knew before getting divorced”
Are you prepared for divorce? In the Business Insider article, Emmie Martin writes about how to deal with divorce. Here’s an excerpt of commentary I provide in the article: A judge is going to careRead More…
UNDERSTANDING ESTATE PLANNING: 6 BENEFICIARY DESIGNATIONS AND HOW TO MANAGE THEM
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: The use of beneficiary designations is one issue that is not well understood and can lead toRead More…
Featured in BUSINESS INSIDER Article “January Is Divorce Month”
Did you know it’s divorce season? In the Business Insider article, “January Is ‘Divorce Month,’” Emmie Martin writes about how to deal with divorce. Here’s an excerpt of commentary I provide in the article:Read More…
Featured in FINANCIAL ADVISOR IQ
I was recently quoted in the Financial Advisor IQ article titled, “How to Really Attract Women Clients.” Each woman has her particular financial situation. It’s essential that the professionals in my industry avoid lumpingRead More…
IS A COLLEGE SAVINGS PLAN THE PERFECT GIFT FOR GRANDKIDS?
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: As we enter the holiday season, we grandparents find ourselves wondering what to get theRead More…
GET MORE FROM YOUR MONEY WITH RETIREMENT DISTRIBUTION PLANNING
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: Understanding Your Assets First, I suggest setting up the withdrawals to coincide with the timing of whenRead More…
2 Divorce Questions Every Older Adult Should Ask…But Few Do
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: Unfortunately, men and women rarely ask themselves two essential divorce questions as they begin the process orRead More…
3 Ways to Transition to Retirement
I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: One of the most difficult and emotional times in our lives is making the transition to retirement.Read More…
What Is “Creative Divorce”?
In this short clip, I provide an explanation of what “creative divorce” is. It’s only one minute, twenty seconds, so check it out! 🙂