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Panic not! – Productive Pre-Pesach Planning

Purim is over, and you have surely put away the fancy dress, stripped off the masks and faced reality. There’s no denying it now, Pesach is on its inspiring –

Financial spring cleaning!

Have you ever wondered when’s the right time to assess your financial situation? Although whenever you take control of your finances can become the opportune moment, unfortunately unless you determine

The end of a year … the beginning of a plan

Have you ever wondered when is the right time to assess your financial situation? Although any time you take control of your finances is the right time, unfortunately unless you

Navigating widowhood – (part two of a two-part series by Debbie Sassen, Financial Planner and Felicia M Seaton, US Estate Planning Law Practitioner)

The following is a continuation of the article that you received in our last newsletter. Part one discussed the first steps that the recently bereaved widow must take in order

Navigating widowhood (part one of a two-part article by Debbie Sassen, Financial Planner and Felicia M Seaton, US Estate Planning Law Practitioner)

Dorit was only 56 when her husband Jack died. After the Shiva ended and her children returned to their independent lives, Dorit was gripped by a fear that equaled her

Retirement planning – you’re never too young to start

Remember when you were fifteen – you were invincible, infallible, and thought that anyone over twenty-five had one foot in the grave? Retirement planning was something irrelevant and boring that

Your investment strategy – staying strong and staying put

So there you were, you’d just begun to read reassuring articles about America recovering from its recession, and then … economic mishaps in Greece threw the global market into disarray.

Worst investment decade ever? Or was it?

I recently received an article from a top US Investment Manager which stated that the first decade of this century was the worst on record. Average annual returns from New