Downsize, Upsize, Or Stay Where I Am?

Downsizing is a great time for retirees to go through their own things and dispose of items that they no longer need. It’s also a great opportunity to gift more sentimental items to children, grandchildren, or charity.

Student Loan Forgiveness: What It Means For The Future Of Higher Education

Current estimates suggest that Biden’s program would cost around $300 billion, or about $2,300 per U.S. household. While this burden would not actually be shared equally across all households, it provides some perspective on the cost of the program.

Sticking With Your Learning And Financial Resolutions In 2024 And Beyond

When it comes to personal finances, there are also many cool things out there. However, the determinant of success always comes down to sticking to the basics.

What Should I Do With My 401(k) From A Previous Employer?

If you spent many years working for a company, it is possible that this pool of money is one of your most significant assets. Therefore, proper management of these funds is foundational to a successful retirement.

I’m Proud To Be An American Investor

The urban legend is that in honor of Haym Salomon's pivotal contributions the 13 stars, representing the colonies, on the back of the dollar bill were arranged in the shape of the Star of David.

Enjoy Your Herring And Retirement Too

Besides mortgage and insurance payments, there is a myriad of costs associated with maintaining a home. It’s important to factor in these annual upkeep costs to ensure you are purchasing a home that you can actually afford.

We Just Sold Our Home For $2.5 Million – What Do We Do With...

To get you started, below I share some common discussion points that come up frequently in my practice when strategizing with folks who just sold their primary residence and are also approaching retirement.

High Holiday Seats, Building Campaigns, And A Framework For Giving

Many congregants feel the costs to daven in shul are unwelcome or unnecessary. Their frustrations are valid. A frum lifestyle is expensive, and shelling out more money is a challenge for many.

Seven Ways To Invest In Israel Today Given The War In Gaza

There are also other ways of advocating for Israel. This may include peaceful rallies and writing letters to your local politicians. While it may feel like our elected officials have their own agenda, the reality is they like their jobs and can’t totally ignore their constituents.

Confirmation Bias And What The Media Can Teach Us About Personal Finance

The question I constantly find myself asking is why does this intellectual dishonesty occur? The answer, at least partially, is due to confirmation bias.

Beyond The Numbers: Retirement And Investing Lessons From My Zeidy

Little did he know that he taught me much more about investing and retirement planning than the training program at a major Wall Street bank early in my career.

Pesach Cleaning And Portfolio Maintenance

Taking the time to go through a checklist of items to ensure that your investments and financial plan are all up to date is imperative to achieving one’s goals.

Affording College: Important Considerations For Every Parent

Any college-bound person should fill out the FAFSA a year prior to matriculation. Remember, your family doesn’t need to have a low income to qualify for assistance.

The Golden Calf, Vanderbilts, And Touro Synagogue: Money Lessons From The Parsha

When I meet with affluent families, I endeavor to frame money as a tool and not a scorecard. Communicating this viewpoint is often even more impactful than the investment recommendations or tax mitigation strategies I implement on their behalf.

Thanksgiving: A Time To Be Thankful (Even During Challenging Times)

No matter how challenging the environment, there is always reason for hope and items for which to be grateful. This is true for life as well as investing.

Shidduchim & Money: Should Finances Play A Role In Who My Child Decides To...

Yes, finances are a very important consideration when dating. In fact, I would rank it among the most important criteria.

A Time For Spiritual & Financial Introspection

The social pressures that come with living in a tight knit community or having a close group of friends may be some of the most difficult money challenges to overcome.

Supporting Kollel Kids And Retirement: A Difficult Puzzle To Solve

High-interest debt is a cancer to personal finance. It can quickly grow out of control and become insurmountable. To dig yourself out of your financial hole and begin building wealth, you need to get rid of your loans.

Personal Finance & Thanksgiving: There Is Much To Be Thankful For

I am also thankful that we have a well-established system for handling bankruptcy just in case an investor overextends themselves on any speculative investments. Most people deserve a second chance after they learn from their mistakes.

Do I Have Enough Life Insurance?

Before delving into the more involved questions about life insurance, it’s worth reviewing what it is and why it is important.

Should We Get Out Of California?

Despite what may seem like my impassioned defense of Los Angeles, I have only been there as a visitor. I can appreciate a great dinner with friends at Pat’s on Pico... However, I can’t pretend to fully understand the daily struggles of the average frum family there.

Remembering Daniel Kahneman: The ‘Zeidy’ of Behavioral Economics

The biggest stumbling block for many investors is themselves. The tendency for people to get in their own way is usually what prevents folks from achieving success in the markets.

Financial Planning Checklist: 20 Ideas To Consider Before Year-End

The end of the secular year typically coincides with certain deadlines. It is also a great opportunity to set the stage for a financially successful new year.

Mid-Year Financial Checklist

Freeing up cash from unnecessary expenses can give you the flexibility to spend more on areas that are more meaningful for you, like family, vacation, or making necessary home improvements.

What Is Bitcoin And Should It Be In My Portfolio?

If you are baffled by this definition, you are not alone. Yet, this confusion hasn’t stopped many folks from enthusiastically investing in and utilizing this asset.

Keeping Up With The Goldsteins And The Importance Of An Investment Policy Statement

You will hear all about the investments on which your friends made a windfall but will never hear about the duds that cost them a fortune.

Is Now A Good Time To Buy A Home?

Attempting to time your home purchase with the optimal market conditions is like trying to time when to invest in the stock market. In both situations, you will most likely not be successful.

The Futile Pursuit Of Perfection: Lessons For Torah Study, Life, & Investing

Sensitivity to taxes can also manifest itself in portfolio construction. Certain investments are more tax efficient than others.

The 10 Commandments Of Personal Finance

There is a tendency for investors to find, and pile into, the hot investment du jour... When things go south, having an overly concentrated position in any one area of the market can be devastating.


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