I could see the look of concern on Pam’s face as she sat with her stack of files lined neatly beside her. She and Adam, both in their early 60’s, had been married for fifteen years and had recently relocated. This was a second marriage for both and Adam had children from his first marriage. Continue reading>
Moneylogue [mu-nē-log] (n.) blog, writing or speech about money; story in which money contributes largely to the plot, themes, and character development.
Your financial life makes an indelible mark on your personal life. It should tell a story that YOU ARE THRILLED TO LIVE.
Sitting before me is a couple in their late 50’s. They were referred by a friend who told me that they had some financial troubles and could really use a professional’s ear. They are in a financial mess. Their work situation is unstable and they have amassed a large amount of debt. They are bothContinue reading>
Leading up to retirement, John and Ann wanted nothing more than to move away from the hectic NY lifestyle and live in their rural escape in New Hampshire. We reviewed their budgets and held many conversations regarding the cost of living, their expectations for income and the amount of their resources at retirement. Six yearsContinue reading>
Bob—a crusty media executive from Brooklyn—thundered into my office, slammed some papers on my desk and said, “I can’t take it anymore. I need to retire. I hate what I’m doing. Do I have enough to retire?” I slid the papers back across the desk back without even looking at them. “What are you goingContinue reading>
Candace had just lost her husband barely two months earlier when she was referred to us. She was, understandably, in a highly emotional state. What made her so anxious to meet with a new financial advisor? Her husband had died suddenly and she had no idea whether she could safely grieve without financial worry. WeContinue reading>