A Word With Elliot

End of Year Planning and Reviewing

End of Year Planning and Reviewing

The end of 2021 gives us a wonderful opportunity to look back at this past year’s successes and learning lessons, and to begin planning for 2022.   And let’s face it, planning gives us the best opportunity for success. So here are few questions to ask yourself...

Happy Veterans Day 2021

Happy Veterans Day 2021

November 11th is the official date of Veterans Day. This is the day in which we pay homage and remember all of those who paid the ultimate price for defending our country, as well as those who have served, currently or in the past, in our U.S. Military. Flags...

Giving Well: End-of-year charitable planning

Giving Well: End-of-year charitable planning

We are coming to the end of the year and it’s time to give serious thought to donating to your favorite charities.​​They will love you and you have the opportunity to have a huge impact. Here are just a few ways to make this happen. Think about which charities you...

Volatility, Crypto and Your IRA

Volatility, Crypto and Your IRA

There is no doubt about the fact that we have entered a new period of volatility.  That means larger swings in the equity (stock) markets both up and down. More agita, more acid reflux, and more need for anti-anxiety medicine.  In late September into early...

I’m Suddenly Single… Now What?

I’m Suddenly Single… Now What?

This is for many of our clients who are widows and widowers, and new divorcees.  For some of them, Financial Planning and Retirement Planning are foreign, and the lingo associated might as well be Martian.  Here are just a few ideas to get you started in the...

Yellow Lights are Flashing: Should I Buy, Hold, or Sell?

Yellow Lights are Flashing: Should I Buy, Hold, or Sell?

We have experienced the most interesting of years. The first six months of 2021 saw large increases in the Energy Sector and Banking Sector, followed by a flattening and slight decrease. During this period, the growth companies of America basically saw a decrease...

Remembering 9/11, 20 Years Later

Remembering 9/11, 20 Years Later

I am saddened to write this letter. Tomorrow is the 20th anniversary of the September 11th terror attacks, when nearly 3,000 people were killed in attacks carried out by 19 al-Qaeda terrorists in a plot orchestrated by Osama bin Laden.Robert Clark / Associated...

The Future of Family Wealth

The Future of Family Wealth

I am often being asked where family savers are going to put their wealth in the future. And the answer isn’t so simple. What is family wealth? Let’s begin with the definition of Family Wealth. Family Wealth comprises human capital, intellectual capital and financial...

Roadmap to College Planning for Parents

Roadmap to College Planning for Parents

It seems like just yesterday that I was trying to figure out how I am going to pay for three kids to attend college at the same time. My goal was to pay as much as I could, and also encourage them to have a little skin in the game by going out-of-state to gain more...

Is an Annuity in your Future?

Is an Annuity in your Future?

Pundits are all over the map when it comes to annuities.   The fees are too high?  An annuity in an IRA is ill-advised because an IRA is already tax-sheltered.  Fixed annuities just are not competitive.  Don’t trust the insurance company with your...

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