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The Trustee Primer: A Guide for Personal Trustees By Patricia M. Angus, Esq. Reviewed by Myra Salzer Simple, clear, un-intimidating. This is a book I will give to anyone I know who has been asked – or is asking someone – to be a personal trustee of a trust.  It is written for the beginner […]

During this age of unavoidable technology, our privacy is, in many ways, more precariously positioned than ever before. Protecting personal information from hackers requires making good choices on a daily basis. Thankfully, there are plenty of ways to keep your information safe and secure, even beyond traditional antivirus software, antimalware, and applications. Let’s explore some of these simple and easy best practices: First, […]

The financial media is full of helpful articles about saving for retirement and making sure your retirement savings last your lifetime. But little is written about what to do when your retirement funds come to you suddenly while you’re still in your 20s. This is the experience of someone who inherits, and if you are among […]

Like clockwork, and like many of us, you may feel yourself regrettably falling out of the holiday buzz that helped carry you through January. We’re drowsily stumbling into February – the shortest month of the year, and generally the quietest. We find ourselves hoping the sun will linger just a moment longer each passing day, anticipating those lovely spring afternoons that seem […]

Picture this: It’s a Saturday evening, and you’re itching to venture out to that new, trendy restaurant. But of course, reservations must be made weeks in advance. You could always try the usual spot… you know, the one you frequent every other weekend. Boring. Thankfully, someone has encountered this situation before and created a unique […]

Before January slips away, let’s take a moment to contemplate financial resolutions. In addition to honing your personal mission statement, consider fine tuning your financial goals: Is it time to look at your finances? Is this the year you’re going to change the financial habits that don’t bring joy to you? Do you read the Wall […]