Ponzis, Schemes and Scams – You’re the target

It never ceases to amaze me… that the adage “People and money… are funny,” proves itself over and over again.  Maybe it should be said that some people who deal with money become ‘funny’… in the head! It should not surprise anyone, yet it often comes as a shock that there are people so crooked [...]

By | 2018-11-13T20:50:04+00:00 November 13th, 2018|Uncategorized|0 Comments

Holy Moly! Wouldn’t that be SCHWEET?!

I’m going to stir the pot a bit this week.  You know my mantra: no one can predict the market, the price of a stock, a bond or an index.  But sometimes… there’s just that feeling right?  So recently, my husband sent me two articles that contradict each other and I thought we could have [...]

By | 2018-08-01T21:34:26+00:00 August 1st, 2018|Uncategorized|0 Comments

America is Running Out of Family Caregivers…..

America Is Running Out of Family Caregivers, Just When It Needs Them Most Smaller, more far-flung families mean fewer unpaid helpers. ‘Are you really my daughter?’ It's time to begin preparing for the inevitable - we all get older and more frail. Some of us plan to have wheelchair races, while others will just end [...]

By | 2018-07-21T17:24:47+00:00 July 21st, 2018|Uncategorized|0 Comments

Can You Lose an IRA to Medicaid?

We Americans are living longer and more of us are eventually going to need long-term nursing home care.  The cost can be devastating to a family. Nursing home care now costs an average of over $85,000 per year, and much more than that in some parts of the country. Medicaid is a government program that [...]

By | 2018-07-20T00:10:35+00:00 July 19th, 2018|Uncategorized|0 Comments

Market Volatility and Roller Coasters

Market Volatility can best be imagined as a roller coaster: up and down, sometime sideways, with precipitous drops and fast accelerations. A relatively recent 'wild ride' allows us an opportunity to examine our expectations and determine whether the fear is real or imagined, and how best to keep our perspective. From February 1–5, the US [...]

By | 2018-06-28T21:09:36+00:00 June 28th, 2018|Uncategorized|0 Comments

Lessons on Value from Mob Lawyers

So... I'm laughing here... reading a short article from a tax attorney friend. He always picks the most interesting material to make his points to financial professionals.  I'm adding a bit of a twist to share with you today; sometimes it's good to be reminded of things............... There’s so much news coming out of Washington [...]

By | 2018-06-14T19:30:09+00:00 June 14th, 2018|Uncategorized|0 Comments

Kate Spade: Everything to Live for…. Except…..

The recent suicide of Kate Spade has been all over the news and social media. Many lamented and are puzzled:  she had "everything" to live for -- maybe. Depression is difficult for many to overcome. What could she have been comparing her life/success to? As the below article illustrates, and relates to investing, many investors [...]

By | 2018-06-07T16:02:53+00:00 June 7th, 2018|Uncategorized|0 Comments

10 New Tax Breaks… and 10 That Went Away, Pt 2

We're continuing our list of tax changes from the 'Act', passed in December 2017. 10 That Went Away 1. Personal and dependency exemptions suspended. The Act suspended personal and dependency exemptions. However, the increased standard deduction, enhanced child tax credit, and overall tax rate changes may offset or minimize the impact of this suspension on many [...]

By | 2018-04-24T19:36:33+00:00 April 24th, 2018|Uncategorized|0 Comments

10 New Tax Breaks… and 10 That Went Away Pt 1

In December 2017, lawmakers passed the Tax Cuts and Jobs Act (the 'Act'), a sweeping reform law that impacts pretty much everyone. Since we just finished the crush to April 15th, I thought it would be a good idea to recap what this year will bring. Our follow-on email will address the 10 Breaks That [...]

By | 2018-04-24T17:24:39+00:00 April 24th, 2018|Uncategorized|0 Comments