Blog

We advisors dread telling clients that they must decrease their spending or risk running out of money. How can that message be delivered magnanimously? And of course, the only way we wealth coaches can help is for our clients to be willing to let us analyze how they are spending their money currently, so we […]

I admit it… I’m a worrywart!  The slightest thing can consume my mind and I just can’t let it go sometimes. What if my flight is canceled tomorrow? What if gold prices dive, or soar? These are things I have no control over, and yet they will keep me up at night and invade my […]

As we touched upon last week, there are a number of ways to protect yourself against schemers. Here are a few tips on how to ward off phone fraudsters and keep your information secure: Hang up. If the number is not familiar, nor is the voice, just hang up or let the call go to […]

Enough with the fake news, let’s talk about fake phone calls. As technology advances, so do the schemes of scammers and con-artists – ugh. For decades, callers have received persistent, unrelenting calls from voices they do not recognize or companies they have never heard of. Now, scammers are using technology to sound authentic and trustworthy. […]

“Law You Should Know” is broadcast courtesy of Nassau Community College, 90.3 WHPC. Myra Salzer and host attorney Kenneth Landau recently discussed various topics related to trusts and inheritance, and the need for the legal community to understand the family system. Understanding is key to helping attorneys better assist their clients in navigating the sometimes […]

Whether you are creating a trust fund or benefiting from one, it’s important to understand the details. Setting up a trust for the future is an effective method to manage the way your wealth is shared, and, sometimes more importantly, when it’s shared. You’re able to set up a trust to pass down money, stock, […]