August Newsletter – Safe Deposit Boxes Aren’t Safe

When I think of safe deposit boxes, I think secure valuables. Two hundred years ago, jewelry stores used to keep valuables for wealthy customers. I remember hearing that in the early 1800s in Boston, Shreve, Crump & Low held customers’ valuables in a vault similar to a safe deposit box, and during a fire, the […]

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July Newsletter: Money Basics-Essential Practices for Millennials

Finances For My Daughter, by Bob Veres Bob Veres is a well-known writer and commentator in the financial services industry, whose Insider Forum conference we attend regularly. Here he speaks to his 20-something daughter, who, just starting out her work life, asked her Dad for “the basics” about financial planning, investing, and saving. The conversation […]

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Finding and Energizing Your Why

In April, I ran my first marathon. Running a marathon was never a bucket list item for me or anything I wanted to achieve. It wasn’t important. It was never on my radar. Hockey is the sport I played all my life – so unless the marathon included full contact, I wasn’t so interested. Finding […]

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June Newsletter-One Percent Better Every Day

“I begin each day of my life with a ritual; I wake up at 5:30 A.M., put on my workout clothes, me leg warmers, my sweatshirts, and my hat. I walk outside my Manhattan home, hal a taxi, and tell the drive to take me to the Pumping Iron gym at 91st street and First […]

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A Rich Blog – When it Comes to Retirement Statistics, Figures Don’t Lie But Liars Figure

Today I reviewed an article concerning retirement preparedness for people 55 and older. The article, which I won’t name, stated that according to the General Accounting Office (GAO), 48% of the population did not have retirement savings. The GAO defines Retirement Savings as 401k, 403b, 457 or IRA.  Pension-holding individuals were counted only if they […]

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March Newsletter-Pricey Palladium

Quick: What’s the world’s most precious metal? If you answered “gold,” you’re not far off: gold is currently selling at “just” under $1,300 an ounce, more or less, depending on what day you’re in the market. Platinum, which might have been your next guess, is selling at a decades low, now priced at $880 an […]

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