Advice October 21, 2026

Why Funding Your Trust Matters

Part 2: How to Properly Fund Your Trust This second article in the series is your step-by-step, core guide to...

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Advice October 21, 2026

A Seat At The Table

This past week, I attended Plastic Surgery The Meeting, the annual gathering of the American Society of Plastic Surgeons (ASPS),...

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Advice October 19, 2026

The CFO Spouse

My wife is an amazing mother, an incredible cook, and she keeps our house organized in a way I never...

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Advice October 19, 2026

Why Ask Why?

When I was in high school and computers were more or less a prop used in science fiction movies, nobody...

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Advice October 13, 2026

Why Your Conservative Money Lost Money

Last month the Federal Reserve raised interest rates for the first time in three years, and the yield on the...

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Advice October 13, 2026

Crying Shame

Years ago, a woman came to my office with a problem. She had been crying for 32 years. Her face...

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Advice October 13, 2026

Understanding Naloxone Use: A Lifesaving Tool to Reverse Opioid Overdose

Assistant Professor of Pharmacy Practice, Touro College of Pharmacy October is American Pharmacists Month, an ideal time to learn about...

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Advice October 7, 2026

“Just Log Off”: An Honest Talk About Social Media And Consumption

There were a lot of conversations over Sukkos about the amount of wealth and materialism being displayed online, from expensive...

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Advice October 7, 2026

The Most Expensive Way to Give Ma’aser

The Kol Nidrei appeals are behind us and the year-end campaigns will be arriving any day now. What I see over and over...

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Advice October 6, 2026

Fight Or Flight On The Flight

Several years ago, I read a news account of a spectacular rescue. A family was boating offshore when a young...

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Advice September 24, 2026

There May Be An Abuser In Your Shul

There may be an abuser in your shul. I’m sorry; I’m not saying this to spread rumors or fear-monger. I...

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Advice September 15, 2026

Yom Kippur: Coming Back To Ourselves

I used to think teshuvah was about punishment. Not intellectually, I knew better than that. But somewhere underneath the knowing, in the...

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Advice September 9, 2026

The Estate Tax “Cliff” In New York: What You Need To Know

New York’s estate tax rules are notoriously complex, and for many families, unexpectedly harsh. One of the biggest pitfalls is...

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Advice September 9, 2026

The Problem With the 60/40 Portfolio

For decades, financial advisors have leaned on the “sixty-forty” portfolio as the gold standard on how someone should invest. Put...

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Advice September 8, 2026

It’s OK To Take Care Of Yourself

It’s OK To Take Care Of Yourself As you know if you are a regular reader of my column, I...

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Advice September 8, 2026

Serenity Now

It’s Kinda Chic To Get Acupuncture It’s kinda chic to get acupuncture whether it is for the first time, or...

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Advice September 2, 2026

What’s Sitting In Your Old 401(k)?

Even the most organized homes have that one spot. A junk drawer in the kitchen, a storage closet in the...

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Advice September 2, 2026

The Happiness Gene

I just got back from Thailand where I took my daughter for her bat mitzvah trip. It was just the two of...

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