This week, our team received an email from a client in response to an in depth conversation regarding withdrawals from their account. The email requested that we transfer $50,000 to their accountant’s bank account for yearly record keeping. Upon a review of the request, we confirmed there was no external account link to their… Read more »
Jeff Bezos, CEO of online colossus Amazon.com is stepping down from daily responsibilities at the company and assuming the role of Executive Chairman. His reason for stepping down, at age of 57, is to pursue his other passions. “I’ll do hobbies. I’ll see movies. I’m talking about work. I’m not going to work on… Read more »
The “Big Decision” phase is the second part of the MIT AgeLab’s four phases of retirement. This phase is characterized by having more free time to pursue things you are passionate about. However, you will now have to choose how to spend your time most effectively. Here are three “Big Decisions” to consider: Where… Read more »
Although money may not be able to buy you love, apparently it can buy you more satisfaction with your life. A new study conducted by Matthew Killingsworth, a senior fellow of Penn’s Wharton School, refuted the common wisdom that “money can’t buy happiness.” While past studies have concluded that a higher income generally improves… Read more »
A hallmark of the recent rally in stocks is a surge in trading by individual (or retail) investors. While to some, this has brought back memories of the dot-com era, we see few similarities overall between then and now. For one, the stocks leading this rally (predominantly the big tech stocks) are hugely profitable. There… Read more »
The trouble with most people, as Will Rogers observed, is not that they don’t know much but that they know so much that isn’t true – New York Magazine 1978. This quote aptly describes many people’s perception of the cost of probating a will. It is easy to confuse the relatively minuscule filing fees… Read more »
In the first edition of our retirement series, I discussed the concept of 8,000 days of retirement and broke down the MIT AgeLab’s four phases of retirement. “The Honeymoon Phase” is the first of the four phases, and arguably the most important, as it sets up the three remaining phases of retirement. Here are… Read more »
In a previous post, we explained how utilizing Apple Pay on your iPhone, Apple Watch, or other Apple products can offer a more secure approach to credit card payments. Since that original post, we received multiple questions from clients requesting more information. Just to recap, Apple Pay is a contactless payment technology designed specifically… Read more »
Since 2015, Apple Pay has been offered as a safer and simpler solution for making purchases. All you need is an iPhone 6 or newer to securely make purchases in the U.S. and abroad with no fee. How It Works Apple Pay is a contactless payment technology designed for Apple devices that allows you… Read more »