27 Oct 2017

Posted at 16:06h in The Friday Brief by

A relatively small adjustment today can have a huge impact on our future goals and lifestyle. How often do we lament, 'if I had only done this sooner'? What a pleasure it was to live in our beautifully renovated home, just before we sold it....

09 Jun 2017

Posted at 14:30h in The Friday Brief by

This week I’ve been cleaning out my desk as I prepare for our move to our new offices on Glenwood Avenue. While organizing, I discovered that I have a paper copy of every single tax return I’ve filed since 1994. The financial nerd in me...

10 Oct 2014

Posted at 16:50h in The Friday Brief by

Due to the large number of Baby Boomers in retirement or retiring soon, much is being written on the merits of delaying Social Security from age 62, (Early Age), to 66 (Full Retirement Age) or even waiting until 70 (benefits must begin). Forget the rules of thumb and the pat answers. This is one of those cases where 'one size' absolutely does not fit all. There are simply too many nuances and special considerations unique to each person for general advice to be worthwhile.