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Financially Empowering Widows

Last updated on April 13th, 2022 at 02:10 pmRETHINKING65 (November 2021) Widows often feel overwhelmed, frightened, angry and disconnected — like many of us have …


Tax Arbitrage Strategy – Roth Conversion

The decision to initiate a Roth IRA conversion depends on your family’s financial situation. It should consider enhancing your long-term portfolio value, reducing your lifetime tax obligations, reducing your lifetime Medicare premiums, aligning with your estate planning goals, creating more flexibility in the future.


The Investor’s Dilemma

Most individual investors’ portfolios include only two asset classes: public domestic equities and bonds, the “risky” and “safe” asset classes, respectively. This traditional portfolio (colloquially referred to as the “60 / 40” reflecting a typical allocation to equities and bonds) did not perform well from 2000 – 2010 but did well over the most recent ten years from 2011 – 2021. 

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Retirement Planning and Social Security Claiming Strategy

One of the biggest questions on our client’s minds is “when can I retire?” followed by a second question, “do I have enough savings to retire?”.

What’s the Best Way to Save for My Grand Children?

Last updated on March 23rd, 2022 at 09:16 pmNJ.com (Sept 2, 2021) — When I was a kid, I had a passbook savings account that …

Can I get Social Security from my wife and myself at the same time?

Last updated on March 23rd, 2022 at 09:13 pmNJ.Com (August 31, 2021) — My wife is four years older than me and she started collecting …

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