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The CEO’s Guide to Retirement Thumbnail

The CEO’s Guide to Retirement

“I don’t quite know what to do next,” said Simon, a media CEO. Simon had been a chief executive for 15 years, and CFO before he was 30. He had turned around private and public companies, quadrupled profits and quintupled revenue. But, with his company recently sold, Simon was considering retirement.

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Estate Planning: Include Your Pets! Thumbnail

Estate Planning: Include Your Pets!

My wife volunteers her time to Paws Crossed, a no-kill animal shelter in Westchester County, NY. Often pets are surrendered to shelters because of changes in their owners’ lives such as relocation, allergies or financial distress; and sometimes as a result of the passing of their owner.

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Having The 'Money Talk' With Aging Parents Thumbnail

Having The 'Money Talk' With Aging Parents

Adult children find it difficult to have the "money talk" with aging parents because they feel it is not their place. However, it is extremely important to have this conversation in order to protect family assets, eliminate unnecessary administrative difficulties and minimize potential disputes with family members before it is too late.

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