Understanding Senior Living Options with Beth Weeks
Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy
Maximizing Financial Growth: Insights on HSAs and Smart Investment Strategies with Shaun Eddy
Jewish Divorce Talk: Episode 4 - Financial Talk
Physician Employment Agreements: Focus on Financial Planning
TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities
Financial Planning and Contract Negotiation for Female Physicians
Law School Toolbox Podcast Episode 294: Money Talk (w/Carrie Friedberg)
RETURN TO FOREVER - What Game Shall We Play Today?
HIPPER THAN HIP
Financial Planning For Health Care Professionals
NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance
INTRODUCING MALTA SPLIT DOLLAR
WHERE EAGLES DARE-INTRODUCING MALTA SPLIT DOLLAR
IT NEVER RAINS IN SOUTHERN CALIFORNIA - INTRODUCING THE MALTA FREEZE
ISLA DEL ENCANTO - INTRODUCING BORICUA SPLIT DOLLAR
In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona interviews Beth Weeks, a registered nurse and co-founder of Senior Living Consultants of New York. Beth discusses the complexities of senior...more
Dividing retirement accounts during a divorce is already complex, but the process becomes even more complicated when you factor in market volatility.. Stock market fluctuations can dramatically change the value of retirement...more
Financial wellness programs are becoming one of the most in-demand employee benefits and are the focus of this year’s National Employee Benefits Day. Employers can use April 2 as a day to evaluate the effectiveness of their...more
In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona is joined by financial planner and author Sherry Finkel Murphy. They discuss the unique challenges of the 'Triple Decker Sandwich Generation,'...more
I believe that plan providers who promised they will make me wealthy have consistently failed in that promise. While it’s perfectly fine to dream of retirement plan profits, it’s important not to let those dreams turn into...more
Many seniors prefer to age in place with home care assistance. Medicaid can provide financial assistance for home care, but eligibility requirements vary by state and can be complex....more
On top of the uncertainty introduced through the Trump administration’s shifting priorities and rapid-fire executive orders, government contractors are now confronted with an impending shutdown as the federal government is...more
What companies should consider fractional executive services? Can a CEO, CFO, COO, CTO, or other C-level executive be hired part-time to leverage their extensive experience and knowledge?...more
Minnesota is on the verge of a historic tax policy change that could reshape the professional services landscape. Under Governor Tim Walz’s proposed $65.9 billion budget for 2026-2027, the state aims to lower the sales tax...more
Meeting with a divorce attorney for the first time can feel overwhelming, no matter the circumstances. ...more
The media is filled with stories of deceased celebrities whose final wishes were either unknown or the subject of dispute. An important lesson: You can retain control of your finances after incapacity and remain in control of...more
Minnesota Management and Budget (MMB) delivered the delayed February budget and economic forecast today. While MMB projects a $456 million surplus for the FY 2026-27 biennium, this projected surplus is now $160 million lower...more
February Forecast Shows Worsening Budget Outlook - Minnesota Management and Budget (MMB) delivered the delayed February budget and economic forecast yesterday. While MMB projects a $456 million surplus for the FY 2026-27...more
Divorce changes everything—including your finances. Many people underestimate the true cost of living solo until it’s too late. Your financial affidavit isn’t just paperwork—it’s your financial lifeline....more
Whether you’re a dog lover, a cat person, or a caretaker for another kind of feathered, scaly, or furry friend, pets are an important part of our lives. Yet when individuals are creating their estate plan, their pet’s future...more
Le projet de loi de finances pour 2025 tel que modifié le 31 janvier 2025 en commission mixte paritaire et adopté via la procédure de l’article 49-3 de la Constitution (le « PLF 2025 ») introduit un régime spécifique aux...more
Each year, “proposal season” begins around Thanksgiving and ends on Valentine’s Day. Then the planning begins — the date, the venue, the guests — and, for many couples, a premarital agreement....more
I recently talked with family law attorney Robert Salzer on the Pennsylvania Bar Association’s “Law in the Family” podcast about “gray divorce” and the considerations related to parties divorcing later in life. There’s no...more
You’ve signed your estate plan – congratulations! The most important step is complete. But the next most important step with respect to your estate planning is yet to come. That step is to review your plan as time passes....more
Join us for our 16th Annual Fiduciary Focus where we will cover recent developments in wealth planning among other timely topics. Breakfast and lunch will be provided....more
Recently (January 15th) I celebrated my sixty fifth birthday. Where did the time go? If my East German father Willy Wolfgang Nowotny were still with us, I could hear him say, “Too soon old, too late smart.” While I was never...more
Engagement season is a time of joy and excitement, as couples celebrate their love and plan for a future together. Amid the whirlwind of wedding planning, one practical step that can strengthen your partnership is creating a...more
Looking for a way to stop family arguments over politics? Well, who isn’t. A quick way to derail a familial political scuffle: Quietly announce that you want to talk about your will. The silence should be automatic. It’s...more
When most people think of estate planning, Trusts and Last Wills and Testaments usually come to mind. I have spent my career espousing the essential tools for ensuring an efficient transfer of assets from one generation to...more
In this episode of Real Talk, Real Growth, host Linda Ostovitz welcomes Shaun Eddy, CEO and partner at Oxford Planning Group. Shaun, a certified financial planner with a master's degree in financial analysis, explores the...more