Tag Archives | Robyn A. Friedman
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Six Tips For Making Marriage Work After Age 50

Thinking about getting married? If you’re over 50 and considering making your relationship permanent, there’s plenty to consider. Check out Mari’s conversation with journalist Robyn A. Friedman for City & Shore’s Prime magazine about the pros and cons of marriage after 50. Disagreements over money, sex and kids can torpedo second marriages, so follow some […]

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The Clock Is Ticking On Year-End Tax Moves

Tick, tock, tick, tock. Do you hear it? That’s the sound of time running out. We talked with financial journalist Robyn A. Friedman of City & Shore Magazine to share smart year-end tax moves that can save people money. “It’s not too late to review your tax situation for 2019 – or too early to […]

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Should You Pay Off The Mortgage?

Thoughtful article by financial journalist Robyn A. Friedman on whether it makes sense to pay off the mortgage as you approach retirement. Debt-free peace of mind Many of our clients have paid off their mortgage entirely, usually because they wanted the peace of mind of being debt-free. When we sit down to review their retirement […]

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Are You Prepared? What One Financial Journalist Learned When She Was Unexpectedly Widowed

Rave reviews for our guest speaker, financial journalist Robyn Friedman, who led an informative session in our offices last Thursday sharing her personal experiences and financial challenges after unexpectedly losing her husband. Robyn addressed a gathering of clients, friends and guests as part of our ongoing client educational series. She recently published an article in […]

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If You Could Turn Back Time …

If something happened to you or a loved one tomorrow, would your finances be in good hands?  Or would you (or your loved ones) be scrambling to find statements, pay bills, and locate passwords? Are you ready for the unexpected? Or would you need a “do over” to handle things better the second time around? Women, in […]

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Save The Date: Thursday, March 15 Wine & Cheese Event

Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache? This is your chance to learn from experience. Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special  Wine […]

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Too Big? Too Small? How To Find The House That’s Just Right

In the market for a new home? How do you know what size home is right for you? Too small, and you have to worry about feeling cramped and out-growing your new digs too quickly. Too big, and you’ll be  paying for space you don’t need, not to mention feeling lost in a maze of […]

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Service Members Get Mortgage Boost From VA Loans

If you are a current or former service member, you’ll want to check out this article on VA loans by Robyn A. Friedman for The Wall Street Journal. “Some VA loans require no money down, have no mortgage-insurance payments and can have lower interest rates and closing costs than conventional mortgages,” says Friedman. It’s a […]

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Six Ways To Stretch Your Dollars In Retirement

Most of us have thought about the lifestyle we want in retirement. Maybe your retirement dreams include playing golf every week. Or inviting the whole family on an Alaskan cruise. Or maybe just taking it slow and spending time with the grandkids. Whatever your plans are, it’s important to know the best ways to stretch your dollars in […]

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Pushing 50? Here Are Secrets To Building Wealth At Any Age

We just collaborated with journalist Robyn A. Friedman on a story for City & Shore magazine about how you can build wealth at any age. What’s the secret to building wealth at age 50, 60, 70 and beyond? Create a financial plan. “If you’ve hit age 50, it’s time for a reality check to see […]

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