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Are Your Clients Making These 5 Early Retirement Mistakes?
- by: Hank Berkowitz
- September 14, 2020
No CommentsEven in a highly disrupted year like 2020, September is when many people take stock of their lives. Students are back to school (more or less). Football is back on TV. The 9/11 remembrances just took place and Jewish friends and colleagues rewind the Torah to “the beginning” on Rosh Hashanah (i.e. Hebrew New Year).
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Podcasting for Busy Professionals
- by: Hank Berkowitz
- August 31, 2020
By Tina Dietz, guest columnist A Pew Research Center poll found that almost one-third of Americans believe they are overloaded with technology. As a result, some of us are trying to mitigate the impact that screen time can have on us: mentally, physically, emotionally and socially. “Screen-Free Week” is just one example of efforts to
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Colleges: Adjust Tuition or Kiss Alumni Donations Good-Bye
- by: Hank Berkowitz
- August 25, 2020
Chances are you have clients with college-age kids or grandkids who are wondering if they’re still getting their money’s worth. Perhaps you have your own. You may also have generous clients contemplating large gifts to their alma mater. Either way, it’s a stressful decision and many feel they’re getting ripped off. Most colleges aren’t budging
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Congress: Take Off the Flip Flops and Get Back to Work
- by: Hank Berkowitz
- August 19, 2020
Out of sight, out of mind. That seems to be the attitude of our vacationing lawmakers toward the 30 million Americans who could be in danger of losing their homes—their primary residences, not their vacation homes. Think that’s an overstatement? Well, we’re talking about a potential 93-percent cut in aid for some. “If the speaker
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Actually, You CAN Judge a Book by Its Cover
- by: Hank Berkowitz
- August 5, 2020
Now is the time of year that thoughts turn to summer reading lists. Whether you’re a procrastinating student or a stressed-out professional finally getting some R&R, the dog days of August are idea for finding a cozy hammock or beach chair and delving into that stack of books we’ve been planning to get to all
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Don’t ‘Pitch’ Stories to the Media; Be a Problem Solver
- by: Hank Berkowitz
- July 22, 2020
“According to” are two of the most powerful words in credibility marketing. So, why do we make it so difficult on ourselves? As a former financial journalist, I can’t tell you how many times some well-intentioned PR person pitched me a story that was completely wrong for our audience. She hadn’t taken the time to
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Young Money: Investing in Your 20s
- by: Hank Berkowitz
- July 1, 2020
Michael Berkowitz contributed to this post Common mistakes and the proper ways to invest in young adulthood told by financial experts As we head into July 4th weekend, I hope you have a great time with family whether in person or virtually. Inevitably the subject of money will come up as the different generations get
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High Performing Advisors Work the Press
- by: Hank Berkowitz
- June 24, 2020
Our newly released Wealth Advisor Confidence Survey™ 2020, shows that cultivating media relationships is something that high-performing firms do a lot better than low-performing firms. Garnering press was once again among the Top 4 thought leadership tactics for CPAs, Wealth Advisors and Estate Planners in 2020 with nearly four out of five respondents (78%) rating
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Feedback on SpaceX Delivering a Badly Needed Win for the U.S.
- by: Hank Berkowitz
- June 9, 2020
Last week’s post (SpaceX Delivers a Badly Needed Win for the U.S.) generated a wide range of responses. People saluted everything from the honesty of senior citizens (“They don’t make ‘em like your neighbor Fred anymore” ), to the lessons learned from mowing your own lawn (“Yes, Jews can and do mow!”) to the triumphs
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SpaceX Delivers a Badly Needed Win for the U.S.
- by: Hank Berkowitz
- June 2, 2020
I was chatting with my 80-something next door neighbor over the weekend. Fred’s a conservative, no-nonsense ex-marine who lived through World War II and served in Korea. I don’t think we have the same political views, and he’s a lot better with tools than I am. But I’m okay in Fred’s book because we both
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