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When you hear  the word “app,” you may think about food (spinach artichoke dip, please), or maybe a job application. If you’re someone who regularly uses a smart phone, you may realize that what we’re talking about is “mobile apps,” the software programs easily accessible from your phone or tablet. There are many types of apps, ranging from […]

The experience of purchasing a new vehicle can be exciting, confusing, or worrying – you may feel these emotions all at once. It’s a lengthy commitment signing on the dotted line; you’re financially planning for a 48, 60, or even 72-month loan… it can be daunting. On the other hand, purchasing a new vehicle means […]

Post by Myra Salzer Featured on The Huffington Post It feels all too familiar. The family office says… The family mission is… It would be the perfect family office were it not for (insert family member name) who always… It makes me wonder, have we lost focus on what the family office should be? Is […]

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, […]