CONNECT

Address:

900 Highway 71
Spring Lake Heights, NJ 07762

Phone:

732-974-3770

Fax/Other:

732-974-3703

Blog

Estate Planning for the “Brady Bunch”

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Protecting Your Parents – Elderly Scams and Senior Fraud

I've written previous blog posts about financial fraud and scams that prey on the elderly. Since then, I've received a lot of feedback and questions on the subject. Some of my friends and acquaintances have even told me that their own parents were victims of a financial scam. Because such scams tend to flourish during economic downturns like the one we are in, I thought it was a great time to review how to protect your older family members from fraud.Older people are targeted by con arti
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DO YOU HAVE A PERSONAL CHIEF FINANCIAL OFFICER?

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Do You Need a Personal Succession Plan?

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Divorce and 5 Major Areas of Financial Planning

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Risky Business

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Pet Therapy: The Healing Power of a Wet Nose

I've decided to take a slight departure from my usual financial-themed blog posts in order to talk about something near and dear to me. I am a true animal lover, and am very fortunate to share my home with two Nova Scotia Duck-Tolling Retrievers; Charley and Lexi, the most remarkable dogs in the world. Like most dog owners, I love my dogs and enjoy spending time relaxing and playing with them, and I also am lucky enough to be able to work with my dogs.Both of my dogs come with me to the offi
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Charitable Giving Re-Visited

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Are You Caring for a Special Needs Child?

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Baby Boomers: The Sandwich Generation

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LAWSUIT HAPPY

Have you ever been on the wrong side of a lawsuit? If so, you know how grueling it can be, and I hope you came out on the "right" side!  If you are a physician, and you are wrongfully sued for malpractice—well, even with liability insurance premiums that are staggering, it may not even cover most of the exposure. The same goes for business owners who may be dragged into court and incur expensive litigation costs. If you lose, you will have a judgment against you, which will
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Aspire to Retire: What Will it Require?

I really don't like being the "bearer of bad news," but somebody has to do it. Hopefully, you are not among the retirement savings statistics I outline below. But if you are, you may already know what to do. But, if you don't, perhaps I can help. So, first here is the bad news:If you're like most people, you haven't made adequate plans to ensure a comfortable lifestyle throughout retirement. Now here is the good news:You may still have time to do something about it (as
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Are You Self-Employed?

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Are you Crazy? Don’t Be Lazy

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16 Vital Family Financial Planning Tips

Don't be afraid to celebrate financial planning, now I don't mean to actually throw a party, but I do want stress the importance of proper financial planning before it's too late!  At the very least, you need to understand the basics.Every year around the first week of October, the Financial Planning Association (FPA) celebrates its annual Financial Planning Week.  The FPA (of which I am a member) is one of the financial services industry's trade org
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14 Phases of Investor Emotion

My previous post focused on investor behavior and how attitudes and experiences can affect your investing outcome.  In this post, I'd like to outline the various stages of investor emotion during stock market cycles. There are numerous YouTube videos about the stages, as well as articles posted on stock and options sites which explain the same 14 stages. Although I am not a stock or option trader, and don't recommend that you buy individual stocks, I think the 14 stages can apply to
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10 Top Financial Planning Tips to Get You Through December

We are heading into the holiday season and now—more than ever— is the time to really stick to your financial plan.  But let me ask you:  how have you done so far this year? Have you been adhering to your budget? Have you been investing and saving? If not, take a closer look at your plan and see if it needs adjusting. Take a look at these 11 tips, and try to make them work for you. Also, it's a good idea to include these tips in your New Year's resolution (I know it&
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Welcome to My Blog!

  OCT  10 Welcome to My Blog!       Hello friends, clients, associates and investors. Welcome to my first blog! I am now a proud member of the blogosphere—a techno-world containing more than 133 million individual blogs. I decided to do a little research before launching my first blog and was amazed to learn from Technorati (a blog indexer) that approximately 350
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SOCIAL SECURITY AND RETIREMENT INCOME PLANNING

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck