From the monthly archives: August 2016

It’s the end of work as we know it.

Gone are the days when having a job meant “doing your job.”  No longer can anyone anywhere expect the future of work to be the same as it was in the past.  Innovation, which used to be innovative, is now the norm.  Staying ahead of the […]

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Before the Fall

On August 25, 2016 By

If you knew that standing on one leg while brushing your teeth could help prevent you from falling without it resulting in serious injury, would you do it?

I know one woman who does just that. Nancy knew that tumbles and injuries seem to happen more frequently in her family so she decided to be […]

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Abraham Maslow never intended to be a marketer. But when it comes to creating products, services, and messaging for older adults, his “13 personality attributes of the self-actualizing person” from Toward a Psychology of Being provide focused guidelines for creating a great creative brief. Recall that self-actualization is the realization of one’s full potential, with […]

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Live Long and Prosper

On August 18, 2016 By

Not everyone has to agree with Star Trek nerds when it comes to entertainment choices. But everyone should agree that this motto is a great life plan! To make it come true, you need more than just a healthy body. You need a healthy mind. I call this the BBB connection, meaning body, brains, and […]

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Rolling over your employer-sponsored retirement plan (401(k), 403(b), 457, etc.) is not as easy as it used to be.

After-tax contributions, company stock, Roth contributions, employee vs. employer contributions, and more can make the process a little more involved.

Mistakes could involve unwanted tax withholding or commingling pre-tax and after-tax contributions that will have to […]

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One morning a few weeks ago three New York City policemen came to my door.  Not ordinary officers, but members of the Counter Terrorism Task Force, working with the FBI.  They wanted me to know that my name and address had just appeared on a ISIS hit list of 3,600 New Yorkers, released on […]

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Estate planning aims at the transfer of wealth from one generation to another in a way which minimizes taxes and maximizes economic gain. It usually involves parents making gifts to their children, grandchildren, or charities. The problem is that while many clients spend hours with attorneys, accountants, and financial advisors crafting an estate plan, they […]

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The Ten Pound Mirror

On August 4, 2016 By

We have a ten pound mirror. It’s not that it weighs ten pounds. It’s a floor length mirror surrounded by engraved industrial wood.
It’s a work of art, really. But that’s not why it’s special. It’s special because it’s a ten pound mirror.

There is something wrong with the optics. You walk by it, […]

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In our previous post, we described the importance of protecting yourself from identity theft, including guarding your Social Security number and shredding financial statements. In this post, we provide additional tips to protect your identity online.

Take a Byte Out of Crime

In recent years, identity theft has dramatically increased […]

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