Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Jackson Heights area office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home...

Like me, you've probably heard: "Do what you love, and the money will follow!"Hogwash.Personally, I love lying on the beach, but unless I start looking like a supermodel, there's not much chance of me getting paid for it.What we do get paid for is working like expert...

Autumn is here, and in some parts of the country, apparently that already means snow...Weather is a close second to "life" in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy should be clear and...

Working with my Jackson Heights and Queens clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I...

You'd probably be surprised if you sat in on some of the meetings I have with some of my tax planning and preparation clients. This is by no means the majority of my clients, but there is certainly a good subset of people who have piled away a ton of financial...

Summer is flying by. Do you feel that way?It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Jackson Heights area parents with multiple kids playing multiple sports among 100 other things). Before you know...

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

This past Sunday, the NCAA revealed the brackets for March Madness. The country will be inflicted with a particular form of hysteria these next few weeks, but unfortunately, this little national hoops holiday isn't one which my staff and I get much chance to...

Technology has certainly shifted our society over the last 15 to 20 years -- you can see it right here in the Jackson Heights area area.So much so, that it's time we discuss estate planning with a technological twist.Before we get there though, may I offer you this...

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...