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.
The Most Important Financial Decision: Who You Decide To Marry
I share this dose of reality: You don’t get a pass on math. If you do not have a high household income, you can’t live an extravagant lifestyle. You will need to make compromises on where and how you live.
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.
Getting Your Business Into The Media
As a publicist, I’ve gotten my clients into places like Newsweek, the Wall Street Journal, and Real Time With Bill Maher, along with many Jewish newspapers and podcasts. Now, I’m sharing my advice on how you can do the same.
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.
ParkBridge’s Outlook For 2024: Seven Mistakes To Avoid In The New Year
As I say every year, it’s important to keep in mind that these predictions are nothing more than educated guesses, wishful thinking, and marketing.
Walder Foundation Announces $3.6 Million In Israel Emergency Grants
We stand in solidarity with the people of Israel and are focusing our Israel emergency grant-making on mental health and security – areas in which we already fund at the local level and have close partners, said Elizabeth Walder, President and Executive Director of the Walder Foundation.
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.
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.
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.
Is College Still A Good Investment?
When I discuss college planning strategies with clients, I typically focus on how to afford these steep tuition costs.
The Reverse Obituary
I’m inspired by the people all over the world, Jews and non-Jews alike, who are donating time, money, supplies, and food, to help defend Israel.
Back To The Basics: Using The “Bucket Approach” To Financial Planning
For any reader who made it through this article, congratulations! You now know more about financial planning than the overwhelming majority of your friends and fellow countrymen!
Back To The Basics: Investing Is Like A Birthday Cake
Technically, stocks have unlimited upside. That’s why they may be the best vehicle for long-term investors who need their money to outpace inflation over that long period.
Why My Year In Israel Was One Of The Best Investments I Have Ever...
The theme of living a Torah lifestyle became much more important to me and guides my decision-making process today.
Reflecting On The Past Year: 6 Lessons For Investing And Life
One of the biggest determinants of financial success is the ability to stick with a strategy through many different environments.
What Should My Son Do With The Money He Made This Summer Working As...
At this stage of your child’s life, the most important thing is to engage them in discussion about basic financial literacy.
Should I Incur Credit Card Debt To Pay Yeshiva Tuition?
While sacrifices need to be made to live a frum lifestyle, NO family should be expected to accumulate credit card debt to send their kids to yeshiva. It's the yeshiva’s responsibility to do more to help parents in this scenario!
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.
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.
My Commencement Address: 7 Ways to Build Your Human Capital
An open letter to recent college graduates.
Laid Off Before You’re Ready To Retire? What To Do Now?
It’s important to note that while you are allowed to collect Social Security and unemployment benefits simultaneously, depending on where you live, your unemployment benefits might be reduced.
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.
Is It Wrong To Go On A Lavish Pesach Program?
I don’t oppose lavish vacations. In fact, as long as someone is living within their means, saving for their future, and giving to tzedakah, they should be able to go on the most extravagant and over the top vacation that they want.
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.
The Four Sons And Striving For Investment Simplicity
Sadly, there is no combination that is more dangerous to your nest egg than overconfidence mixed with a lack of experience.
Is My Money Safe In A Bank?
Start-up companies were the bank’s major clients, and they tend to borrow a lot of money. When rates were low, business was easier. When rates climbed, it became much more expensive to run their business and things gradually became more challenging for them.
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.
V’nahafoch Hu And The Dangers Of “The Kiddush Club Portfolio”
The KCP is often the result of social pressure from one’s community and circle of friends. It’s quite common for people to exhibit conformity bias, where they behave according to, and make decisions based on, what others around them deem acceptable.
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.
Headlines
Latest News Stories
Recommended Today
Sponsored Posts
