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 […]
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Finding The Flow In A Family Office
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 […]
Read MoreBook Review – “The Trustee Primer: A Guide For Personal Trustees”
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 […]
Read MoreProtect Yourself Online
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, […]
Read MoreMindful Suggestions for Heirs
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 […]
Read MoreConquering The Blues of Winter
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 […]
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