Category: Five Fact Friday

Five Fact Friday – December 10, 2021 This week we're talking about the many ways to pass property on to children. There are many options to consider, along with the legal and tax implications that go along with them.... We'll also be talking about how melatonin may not be the answer to all of your sleeping problems. Reading: Watching:[...]

Five Fact Friday – November 26, 2021 This week we're sharing some shopping secrets that will help you snag great deals before sales end or supplies run out on Cyber Monday. We'll also be sharing some helpful tips on how to navigate uncomfortable conversations you may have with your aging parents about wills and powers of attorney. Five Fact Friday is every[...]

Five Fact Friday – November 12, 2021 This week we're talking about Providence, New England. An unlikely tourist destination spot you might just be able to cash in on! I also have a really great trailer review for the new Star-Wars spin-off show, Book of Boba Fett! Five Fact Friday is every other week. Subscribe so you never miss one!  [...]

Five Fact Friday – September 3, 2021 This week on Five Fact Friday I'll be taking on a unique look at Disneyland and how it is, in essence, its very own piece of art and ingenuity. Speaking of ingenuity, we also talk about the Apple Watch and it's potential for a new and exciting free hand feature! In addition, I also[...]

Five Fact Friday – August 20, 2021 "Tiny Homes" step aside and make way for "Granny Pods!" Watch this week's Five Fact Friday to learn more about how you can allow your grandparents to stay close to home with total peace of mind. In addition, I also share with you the latest caffeine craze everyone's been talking about! Five Fact Friday[...]

Five Fact Friday – August 6, 2021 Watch this week's Five Fact Friday for some great links around the Olympics, Amazon devices & more... What I'm Reading: What I'm Watching: What's New In Tech: What's New In Legal: What's New In Retirement: Full transcript below (more…)[...]

Make It Last – Ep 137 – Inflation & Estate Planning Is About Relationships…Not Money

Listen Here! Also available on Spotify, Apple Podcasts, & Google Podcasts The show starts with a little, "Get To Know Victor," segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor & Mark discuss inflation and what it means for your retirement savings. Things cost a certain price now but could very well[...]

Five Fact Friday – July 16, 2021 Five Fact Friday here to keep you cool with what has been voted the BEST ice cream shop in New Jersey. We also want to announce our SUMMER SEMINARS! All about Leveraging Tax Saving Techniques and Trusts to Protect Your Retirement Savings. If you're a client and would like to attend, all we ask[...]

Five Fact Friday – July 2, 2021 Happy Independence Day! Have some fun links around the holiday and a special grilling secret from yours truly ;) What I'm Reading: What I'm Watching: New In Tech: New In Legal: New In Retirement: Transcript Below (more…)[...]

Five Fact Friday – June 18, 2021 We have a link to a cocktail recipe for any dad's out there. As well as some exciting Olympic news, & an update on virtual notarizations. This week's links: Reading: Watching: Tech: Legal: Retirement: Transcript Below (more…)[...]