Make It Last – Ep 185 – Empty Nesters With Empty Wallets

Listen Here! Empty nesters are not saving more for retirement after their kids have left despite their initial intentions. Is this really bad for their future? Victor weighs in as his first son is about to go off to college. Then, Mark & Victor discuss the three biggest areas of retirement planning so people have […]

Make It Last – Ep 141 – The Go-Go, Slow-Go, & No-Go Years

Listen Here! This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go […]

Statement Regarding COVID-19

Things are very topsy-turvy right now with the COVID-19 disease. There are two components to this that are impacting our clients and we want to address them. First, there is the impact to your legal planning and need for legal planning in the midst of a crisis. Second, there is the impact to your financial […]

Lost in the Water

Swim meets are best summed up as sitting on a hard concrete bench for 4.5 hours for a total of two-ish minutes of excitement watching your child. The only other time to reap any rewards as a parent at a swim meet is during “warmups” – which last a lot longer than any of the […]

Tony Cornish – A Good Story and a Wide Smile

I had occasion to find this post I wrote in 2005 in remembrance of a teacher I had at Tufts University. I needed to reference the post for something I’m writing for Small Firm Innovation, so I decided to re-post here on my blog. I hope you enjoy reading it. A Good Story and a […]

My Post About Steve Jobs

When I heard about Steve Jobs resigning as CEO of Apple, I was in the middle of running rehearsal for the a cappella group of which I am the assistant musical director. I found out the news because my friend, Mark Merenda, had texted me with a simple, “Steve Jobs resigns as CEO”, and I […]