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If We’re Barely Going Out, How Can We Be Spending More?

We may be sheltering at home, but apparently our wallet didn’t get the message. How on earth can our spending be higher if we’re barely leaving the house? While the vast majority of Americans do believe they have cut back on spending while social distancing, an estimated 58 million people admit to spending more money […]

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4 Financial Wellness Tips For Real Estate Professionals

We work with quite a few real estate professionals, and were honored to contribute commentary a few weeks ago to an article in REALTOR® magazine on financial wellness. Like many others, real estate professionals have been heavily impacted by the COVID-19 pandemic. The traditional home buying and selling market has been turned on its head […]

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A Silver Lining To The Pandemic: Getting The Kids Back Home Again

In some households, like mine, there’s a silver lining to the pandemic. One of my two 20-something adult kids is back home again sleeping in her old room. How did that happen? She lives in San Francisco, and had been sent home to work remotely in her cramped studio apartment in early March. Her employer’s […]

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Receiving Unemployment Benefits? Make Sure You Understand How They’re Taxed

Millions of American workers have been furloughed or laid off over the last few weeks, and have applied to receive unemployment benefits. For many, it’s the first time they’ve been out of work, and they’re not familiar with how unemployment benefits are taxed. So here’s a quick refresher course on how that benefit lifeline may […]

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Navigating 5 Key Financial Challenges During COVID-19

Summary If you’ve been financially impacted by COVID-19, there is relief for you and your family. From unemployment benefit extensions to mortgage payment suspensions, here are 5 ways you can access help. 5 Key Financial Challenges During COVID-19 The COVID-19 pandemic may have peaked in some areas, but we’ve barely begun to deal with the […]

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Breaking News: IRA Withdrawals Are OPTIONAL For 2020

We’re calling clients to get the word out. Required Minimum Distributions (RMDs), those IRA and retirement withdrawals you’re required to take once you turn age 72 (formerly 70½), are now optional for 2020. It’s the government’s way of letting your IRA and retirement accounts recover and catch their breath from the COVID-19 crisis. We discussed […]

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Furlough Versus Layoff: What’s The Difference?

More than 22 million Americans filed for unemployment benefits over the last month, as scores of businesses scaled back their workforce in response to the COVID-19 pandemic. Unfortunately, some of our clients and their family members are among those suddenly sidelined. We’re helping them adjust to the new reality and make the financial accommodations called […]

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Animal Lovers Achieve A Pet-Friendly “First” In Palm Beach County

  There may be a silver lining to the “stay-at-home” directives in South Florida. Members of the community turned out in droves to foster or adopt needy pets from local shelters, so they could share some together-time with a loving pet companion at home. For the first time ever, Palm Beach County Animal Care and […]

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Happy Earth Day 2020

April 22 is Earth Day. As we celebrate Earth Day, consider whether the time has come for you to incorporate sustainable investing principles into your portfolio. Almost half of all investors are interested in sustainable investing. Recent research suggests investors do not necessarily need to sacrifice returns when they make investments in portfolios that prioritize […]

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Is Gold A Good Safe Haven?

A few clients have called recently to ask us whether gold is a good place to invest. They are understandably looking for a safe haven where they can hide from coronavirus-induced market turmoil. Unfortunately, despite its glittering reputation, gold has a somewhat tarnished long-term record that makes it far from an ideal safe haven. Over […]

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