Blog

Having conversations about money, inheritance, and monetary responsibility with your children is crucial, regardless of your socioeconomic status. It’s understandable that these discussions can feel uncomfortable, but they’re essential for preparing your children for the future and ensuring they can manage any inheritance responsibly. It’s important to help your children understand the lifestyle they’ve been […]

You may be familiar with the term “AGI” or Adjusted Gross Income. It is what’s used to calculate what taxes you owe. You derive your AGI from your gross income minus your “above-the-line” deductions, such as student loan interest and IRA contributions. While straightforward, this number should be taken with a grain of salt. The […]

Wealth, especially inherited wealth, brings with it not just financial stability but a complex set of psychological pressures that are often hidden beneath the surface. For those who inherit significant wealth, the psychological impact can be profound, leading to a specific form of depression known as high-functioning depression. Pressure to Perform & Fear of Failure […]

Review By: Myra Salzer I picked up this book out of curiosity. Maybe by reading it, I would glean from it why the banking industry was always associated with Jews. I also thought I might learn a little about my Jewish background since I was raised in a completely non-secular environment. Of course, I heard […]

Review By: Myra Salzer The title almost says it all. I appreciate how Hari sticks to the topic. As you would expect, much attention was given to smartphone distractions. Real science was applied rather than the oft worried “people in the know” who claim it is toxic to our brains. It turns out (though with […]

Identity theft is a global, rapidly growing crime, with the United States ranked just behind India in the number of identity theft victims. According to the National Council on Identity Theft Protection, a private company dedicated to the education and prevention of identity theft and fraud, experts believe that every 22 seconds, a new case […]