Are you ready for the “Great Wealth Transfer”? It’s not that far off. The sooner you start your planning, the better. Continue Reading Are You Ready for the Great Wealth Transfer?

“Buy term and invest the difference” sounds like a great idea on paper. But does it actually work? Continue Reading Does “Buy Term and Invest the Difference” Really Work?

It wasn’t that long ago that Regis Philbin drew massive viewers with his TV program Who Wants to be a Millionaire. Never mind the fact that the top prize was $1 million before taxes, which is considerably less than $1 million after taxes. But in today’s economy, being a millionaire does not necessarily project the same status it once did. Or does it? Continue Reading Being a Millionaire Ain’t What It Used to Be

Over the years, it seems that each of us—whether by choice or not– has been moving gradually from paper statements and checks to digital. Is it time to cut the cord completely? Continue Reading Going Paperless: To Be or Not to Be?

Episode 365 – Have you gotten married recently? The next steps are considerably less exciting. There are some important financial steps you need to take. Continue Reading Important Tax Considerations for Newlyweds

Episode 364 – According to an estimate by Experian, the average American adult holds $6,501 in credit card debt. Is there a way out? Here are six things that you might want to try. Continue Reading Six Ideas on How to Manage Debt Revisited

Episode 363 – It is perhaps not surprising that a lot of the financial advice you get on social media is misleading. A recent study shows us just how bad the situation is. Continue Reading Be Skeptical of Financial Advice on Social Media

Episode 362 – So, you’ve been estranged from one of your children for years now. Your feelings are hurt, and the relationship seemingly has no chance of recovery. Now what? You can certainly disinherit your child if you wish. But beware: it’s more complicated than you may realize. Continue Reading Do You Really Want to Disinherit a Family Member?

Episode 361 – The effective date of the New York Limited Liability Company Transparency Act, January 1, 2026, is nearly upon us. If your business was created in, or authorized to do business in, New York, you may be affected. If so, are you prepared to comply with its mandates and regulations? Continue Reading Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?