Our Thoughts

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Even at the Top, Making Plans for Life’s ‘Third Chapter’

Posted by on Saturday, May 9th, 2015 in Investing, Personal Finance, Retirement, Wealth Management | Comments Off on Even at the Top, Making Plans for Life’s ‘Third Chapter’

When Sherry Lansing, the former chairwoman of Paramount Pictures, decided to end a 40-year career in the rough-and-tumble of Hollywood, the question she faced was where to direct all the energy and drive that had propelled her to the top of the industry. Lounging about in the suburbs of Los Angeles at age 60 was not going to be an option. So instead, she turned her attention to medical research — cancer research in particular, a subject that had taken hold of her years earlier when her mother died of ovarian cancer at age 64. “For me, it’s...

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April 2015 Monthly Insight: Takeaways from Warren Buffett’s Stellar 50-Year Track Record

Posted by on Wednesday, April 15th, 2015 in Investing, Market and Economic Updates, Monthly Insights | Comments Off on April 2015 Monthly Insight: Takeaways from Warren Buffett’s Stellar 50-Year Track Record

What comes to mind when you hear the name Warren Buffett – investor, mutual fund manager, CEO, entrepreneur, stock picker, philanthropist, or billionaire? Or maybe something else comes to mind? Whatever you think, one thing is clear: he has made a lot of money investing over the years.  If you’re counting, Forbes’ 2015 ranking places his net worth at $72.7 billion, which makes him the third wealthiest person in the world behind Mexican telecom king Carlos Helu ($77.1 billion), and Bill Gates ($79.2 billion). Buffett’s success over the...

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Online Tools Can Ease the Burden of Being Executor of an Estate

Posted by on Saturday, April 11th, 2015 in Personal Finance, Retirement, Wealth Management | Comments Off on Online Tools Can Ease the Burden of Being Executor of an Estate

Being named the executor of a family member’s estate can be overwhelming: At at time when you’re grieving, you’re called on to handle a host of unfamiliar administrative duties. Daniel Stickel learned that firsthand when his father died in 2013. Mr. Stickel has worked as a software executive for companies including Google. But he found himself challenged by the many tasks required of him as executor of his father’s estate. Executors are charged with settling the deceased person’s affairs, including paying any debts and distributing funds or...

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Tips for the Future Care of Disabled Family Members

Posted by on Friday, April 3rd, 2015 in Investing, Personal Finance, Retirement, Wealth Management | Comments Off on Tips for the Future Care of Disabled Family Members

Christine Salerno is like many other single working mothers with small children, but her days are often packed with even more emotional highs and lows: Her 4-year-old daughter, Lily, with soft brown eyes and a wide smile, was found to have Rett syndrome, a rare neurological disorder, last year. Lily’s case is relatively mild, but she still has limited use of her hands, has difficulty swallowing and can verbalize few words. Ms. Salerno has spent many late nights researching the types of services and therapies that will help Lily now, but she...

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Childhood Dreams Can Inspire Rewarding Second Careers

Posted by on Friday, March 27th, 2015 in Business, Personal Finance, Retirement, Wealth Management | Comments Off on Childhood Dreams Can Inspire Rewarding Second Careers

Ever since Sandra Colony was a child, when she was spellbound by the glossy photographs of exotic places in the pages of National Geographic, she has been driven by the desire to explore the world. And she has. To date, she has visited 90 countries. “I knew I loved to travel as a little girl, but I certainly never knew at 68 I would be starting a career out of it,” said Ms. Colony. Yet the New York City resident has done precisely that with her new venture, Personalized Odysseys. For more than 25 years, she balanced her wanderlust with...

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