Senior financial abuse has become an epidemic in this country. But there are ways to recognize it and try to prevent yourself or a loved one from becoming a victim.
Recognizing and Preventing the Growing Epidemic of Senior Financial Abuse Read More »
PBS recently aired a Frontline show entitled The Retirement Gamble, profiling the 401(k) industry. If you missed it, it can be viewed here. Polemic in tone, the show is highly critical of the country’s evolution from defined benefit pension plans toward defined contribution 401(k) type plans, and in particular the culture of the industry that
A Commentary on the PBS Show The Retirement Gamble Read More »
Congratulations, the 2012 tax season is behind us. Time to start planning for 2013. The dramatic New Year’s Eve peek over – and retreat from – the fiscal cliff did not solve all of the country’s budgetary problems. But it did produce a historic and constructive piece of tax legislation that ended a great deal
How Do You Spell Relief? ATRA! (American Taxpayer Relief Act) Read More »
Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects.
Putting the Community in Community Foundation Read More »
The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way.
Summit Foundation Educational Workshop: “Saving the Family Cottage” Read More »
As wildfires have raged across Colorado and other parts of the country in a shockingly early and devastating fire season, families and whole communities are reeling from the destruction. Whether you are a victim of such disasters, care for people directly affected, or simply want to be more prepared, guest blogger Beth Byerlein offers first-hand lessons to help every home-owner cope with loss and reduce its financial impact.
Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim Read More »
In this compelling interview, fellow Franklin & Marshall College alum Mary Schapiro discusses how her previous experiences shape her SEC leadership today, as well as the benefits of collaboration, the ways that the SEC uses the advisor perspective in developing policy, and how the SEC will move past the 2008 financial crisis with certain safety nets having been removed by Congress. For anyone interested in how the markets will be regulated moving forward, this interview at the Investment Company Institute Conference is 43 minutes well spent!
Compelling Interview With SEC Chairman Mary Schapiro Read More »
From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do.
4th Quarter Client Note Read More »
Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home (Stuart J. Hollander, Rose Hollander & David S. Fry, 3rd Edition, Nolo 2009) is a comprehensive treatment of the perils of failing to plan carefully for passing a vacation home to the next generation and beyond.
Book Review: Saving the Family Cottage Read More »
We all have something to give — time, money, ideas or things that we can send out into the world — to make it a better place. The recession and agonizingly slow recover, however, have pushed most of us to ignore or slow down on various forms of giving. Don’t let your philanthropic intents slide; instead, great or small, make them a robust part of your financial planning and you will reap the rewards even during difficult times.
Remembering Philanthropy Read More »
Before you go...
Join our newsletter to stay in touch with the financial world and get information to help plan your retirement.
"*" indicates required fields
