Have you ever heard the term “exclusive” listing — it refers to a property that is not broadly marketed to the public, but instead offered by word of mouth or other very little marketing if any. A seller may find this to be an option for a few reasons: 1. They think they won’t have to put up with th...

Congratulations to all the 2022 graduates! I cannot help but think back to when I graduated college and how excited I was about the opportunities in front of me. After almost 30 years of working with clients and their children, here is some key financial advice for any graduate as you start the next...

WESTFIELD — On Friday, December 31, at 7 p.m., under the baton of Maestro David Wroe, New Jersey Festival Orchestra (NJFO) again presents one of New Jersey’s most popular New Year’s Eve musical celebrations. This year’s performance, “Steppin’ Back Out,” promises a superb review of American musical t...

Here Are a Few Ideas From Susan: With historically Low Interest Rates and with a possibility of them creeping up in the future you have decided to Jump in and buy your 1st home, trade up to a bigger one, move out of that apartment and want a back yard. But you have heard stories of multiple bids and...

Personal credit should always be reviewed prior to divorce to allow time to build it or improve it. Strong credit is necessary post-divorce to rent a home, qualify for a mortgage or to buy/lease a car, therefore it is important to know where you stand and establish a plan. The first step in addressi...

Last month I wrote about how to begin discussions about money with your younger children. This month’s focus is on how to expand these discussions to engage and empower your teens. Consider some of the following suggestions: · Explain the concept of paying yourself first – As the earning years begin...

You can demonstrate this resilience by answering these questions: What is your specific goal? What obstacle do you face in achieving this goal? How can you overcome this obstacle? Here are some examples of how this resiliency process works: Goal: Building sufficient retirement funds. To build suffic...

Over the last 2 1/2 years we collectively experienced a range of emotions from fear and helplessness to anger and frustration. We saw our friends and families struggle too, whether physically, emotionally, or even financially. While physical and emotional fortitude is different for everyone, financi...

For more than a decade, inflation has been essentially dormant. In recent months, though, economists have expected an uptick but were still surprised by the sharp jump in the April Consumer Price Index (CPI), which rose 4.2 percent from a year ago. As an investor, what can you expect if we do enter ...

WESTFIELD — March 22 at 7:30 p.m. LIVE STREAMED “Bryan Stevenson may, indeed, be America’s Mandela.” — Nicholas Kristof, The New York Times. We are honored and excited to announce that Bryan Stevenson, acclaimed human rights attorney, founder of The Equal Justice Initiative and author of The New Yor...