Invest or Gamble

I have a client who is also a friend and each and every year he has some gambling winnings.  I give him a little amount of grief over the winnings. We both know that his losses exceed his winnings.  But with the restructuring of the Schedule A, my client no longer can...

The light bulb

I have a client who has an adult child, that has some issues, and they want to make sure that they are in essence providing long term care. I recommended that they buy a six flat where they can earn enough from the 5 units so their child will always have a place to...

Raising the 1% or the 1%

I was reading and article on how the Uber wealthy raise their kids to be the next leaders of the industry and the world. These three “rules” are common themes To set children up for success, parents should practice honesty and let kids make their own mistakes. Setting...

What’s in a name

Have you ever wondered why the 3 Musketeers bars is called what it is?  I remember that name as odd when I was an idiot child.  I saw Athos, Porthos and Aramis on the label and left it at that. D’artagnan was the 4th Musketeer.  The Musketeer names I found out later....

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