What’s in a name?
Last week, a question came up about how a client should title an account. Account titling can be extremely important for estate planning purposes. What struck me as we were discussing it was all of the different types of account titling possible. It can be completely...
Money moves in your 50s
Welcome to your 50s! You’re officially halfway to age 100, and you’re starting to feel like it too! I always say that when everything starts to hurt, it’s a good time to reassess your finances. This week, let’s review some of the more important considerations for...
The dangers of relying on Monte Carlo when planning retirement
Investors who are nearing retirement all want to know one thing: Will my money last as long as I do? This is the question that causes pre-retirees a lot of sleepless nights. Not knowing the answer to this question also causes many pre-retirees to delay retirement out...
S&P, Moody’s affirm Atlantic County’s strong financial outlook
Atlantic County’s strong financial performance and long-term planning have fostered financial stability through various economic cycles, according to Standard & Poor’s Global Ratings, which assigned the county a rating of AA with stable outlook to its 2026 general...
Financial lessons from my father
With Father’s Day upon us, many of you may be reflecting on the wisdom bestowed upon you by your dad, or if you’re a dad, you may be thinking about the lessons you want to teach your kids. As parents, we teach our kids about finances whether we know it or not....
