One of the most searched phrases on search engines today is “How Much Do I Need For Retirement?”. I recall people when I was growing up saying that you need $1MM saved in order to live comfortably in retirement, was that true and/or is there a new number today? This is a very c …
Planning is important to make sure your financial house is in order. It is vital to know where you are today, where you want to be in the future and to have a game plan on how to get there. Many times we overlook one of the most sacred financial documents when devising this plan …
I recently had the opportunity to be a guest on the ArrowLight Podcast with Chad Gravallese. This podcast gave me the opportunity to discuss many of the tenants I use in building relationship with people. I hope you find this episode interesting and of value. In today’s conversa …
Advisors Magazine recently interviewed Lawrence Sprung about how Mitlin Finanacial Inc. has positioned itself in the Wealth Management industry and how they work with clients. Take a minute and read this interesting article that was published in their September 2018 edition. This arti …
Convenience and risk all with the swipe of the wrist. Credit cards are a tool that many of us use in order to buy things in a convenient fashion, eliminating the need to carry cash. When used properly this tool can add value to our financial lives. Credit cards offer the ability to buy thin …
It was a pleasure to be a guest on the NetworkWise Podcast, Conversations with Connors. Adam and I have been friends for over twenty years and I truly enjoyed sharing my business, networking and philanthropic endeavors with him on the show. I hope that this gives people a …
Using your birthday as a reminder to review and address things in your life is something we have been told to do from a very young age. As an example, I try and schedule my dermatologist and physical appointments around my birthday each year. I simply use this event as a reminder that I mus …
