By Jeremy Laufer ~ If your parents are getting close to retirement age, or are already retired, it may be time to talk with them about financial and aging issues, some of which may involve difficult conversations. For the sake of everyone in your family, don’t avoid these “taboo” topics.

By Jeremy Laufer ~ The Tuesday after Thanksgiving has become known as Giving Tuesday, when people are encouraged to donate to charitable organizations. If you’d like to take part in this special day, you’ll want to maximize the effectiveness and benefits of your charitable gifts.

By Jeremy Laufer ~ Once you’re retired and your children are grown, they are likely “off the books,” as far as your financial responsibility for them is concerned. Yet, you’re probably still prepared to do anything to help them – but are they ready to take care of you if the need arises?

By Jeremy Laufer ~ If you’re a grandparent, you don’t need Grandparents Day, observed on Sept. 12, to remind you of the joys of having grandchildren. Yet, you might want to use this day as an opportunity to think about ways to help provide for your grandchildren’s future.  The type of gift or support you […]

By Jeremy Laufer ~ If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: “Am I contributing enough?” “Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?” But here’s one inquiry you might be overlooking: “Have I used the […]

By Jeremy Laufer ~ If you’re extremely busy with your career and family and you’ve accumulated a fair amount of assets, you might be concerned about a variety of issues related to financial management and legacy planning. Specifically, you might think you don’t have the time or expertise to deal with these matters effectively. If […]

By Jeremy Laufer ~ If you’re a dad, you may be in line to get some nice gifts on Father’s Day. But your greatest gift may be your ability to help your children. One way of doing that is to get them started in the world of investing – and making a few investments on […]

By Jeremy Laufer ~ Mother’s Day has almost arrived. As an adult, you can fully appreciate all your mother has done for you, so, on this occasion, you may be happy to give Mom flowers, candy, jewelry or something similar. But Mother’s Day is here and then it’s gone. Is there a longer-term gift that […]

By Jeremy Laufer ~ On March 8, we observe International Women’s Day, a celebration of the social, economic, cultural and political achievements of women. Of course, women still tend to encounter more obstacles than men in the pursuit of financial security. Let’s consider a few of them.

By Jeremy Laufer ~ For many of us, the COVID-19 pandemic may be putting a hold on dinner at the charming local bistro, but the spirit of Valentine’s Day cannot be extinguished. This year, perhaps more so than in the past, you may want to make your Valentine’s Day gifts even more meaningful. So, for […]

Time for New Year’s Financial Resolutions  Many of us probably felt that 2020 lasted a very long time. But now that 2021 is upon us, we can make a fresh start – and one way to do that is to make some New Year’s resolutions. Of course, you can make these resolutions for all parts […]