Are Your Financial Goals Achievable? The Importance of Having “Your Number”

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON February, 08, 2021
Regardless of your level of affluence, studies show that you need to know what you want out of life before you can achieve it. So states the wisdom of Lee Eisenberg in his bestseller, The Number: A Completely Different Way...

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Socially Responsible Investing

POSTED BY MITCHELL KAUFFMAN, MANAGING DIRECTOR, CERTIFIED FINANCIAL PLANNER™ ON December, 21, 2016
“Try to leave the earth a better place than when you arrived.” Sidney Sheldon’s famous quote resonates with many of us, but the pathway to making a positive impact beyond volunteerism and philanthropy may not be clear. Socially Responsible Investing...

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Can Annuities Benefit Your Situation

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON September, 11, 2016
Mention the word “annuity” at a social gathering and you are likely to get a wide range of reactions ranging from “expensive” and “loss of control,” to “lifesaving” and “sleep at night comfort.”  As with most things in life, the...

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Surviving, Even Potentially Prospering in Today’s Economy

POSTED BY MITCHELL KAUFFMAN, MANAGING DIRECTOR, CERTIFIED FINANCIAL PLANNER™ ON August, 12, 2016
Getting agreement among a group of people these days is probably more challenging than in recent memory. When it comes to the economy, however, virtually everyone concurs: This economic downturn is one of the toughest many of us have experienced...

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Bond Investing: Is Following Conventional Wisdom Always Best?

POSTED BY MITCHELL KAUFFMAN, MANAGING DIRECTOR, CERTIFIED FINANCIAL PLANNER™ ON June, 25, 2016
When it comes to bonds, the old adage “they ain’t what they used to be” may hold good wisdom in this challenging economic climate. Bonds are essentially loans that investors make to domestic and foreign corporations, U.S. and foreign governments,...

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7 Simple Steps to Help Organize Your Finances

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON March, 29, 2016
Ever think our hectic lives seem to be moving faster and faster, giving us less time to enjoy the things we want?  More time can often be found by taking these seven important steps to simplify and gain more control...

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