Month

January 2018
Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement…
Read More
It’s one of the biggest mistakes investors tend to make, and its avoidable. When people meet a doctor at a party, they ask about a pain or a rash. When they meet a financial professional, they’ll try to get a stock tip. I won’t go there. But if the person seems genuinely interested, I’ll ask,...
Read More
4 Things to Consider Before Filing for Social Security One of the most important decisions you’ll make when planning your retirement is when to begin taking your Social Security payments. This is important to me because I have seen how making the wrong filing decision can have long-term consequences. Though Americans are starting to recognize...
Read More
Talk To Your Financial Coach About The Purpose Behind Your Game Plan Sometimes I wonder what it’s like to be a professional football player these days, when everyone is an expert on every sport, and there are an endless number of platforms from which they all can express their opinions. We used to call it...
Read More
Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.
Read More
Let’s hear about a client who has lived to an advanced age, but they’re still in good shape financially, due in part to the great financial plan they have in place.
Read More
We’ll ring in 2018 by answering your questions about age gaps, investing too conservatively, and what to do with an old rental property. Matt also has details about some upcoming events at the brand new office in Westchester. Plus, Walter reminisces on his days as a chocolate festival emcee. You won’t want to miss the...
Read More

I want to be one of the first to receive your weekly podcast! 

Congrats! You have succesfful subscribed to our podcast, Smart Money Questions. 

ASK A QUESTION