New York Stock Exchange

It was a privilege being invited by Nationwide to be on the floor of the New York Stock Exchange for the opening bell yesterday. Thank you, Anthony Maiorella, for inviting me! The series of presentations about today’s market environment and Medicare planning given by Market Hackett, Cathie Cobe, and Stephane Detobel were fascinating and very […]

Radio Interview on CUTV

This past week I had the pleasure of being interviewed on CUTV. The topic of my segment was regarding financial planning for young professionals. I shared that beginning with a simple infrastructure of saving, protecting, and investing while updating it periodically may very well put them in a good trajectory for long-term financial success. Listen […]

Moshava Ba'Ir Day Camp of New Jersey

Leadership Training

It was a pleasure speaking to the counselors and staff members at Moshava Ba’Ir, a day camp in Bergen County, NJ, about leadership and taking risks in life and in business. I had the opportunity to share some of my own experiences relating to successes and failures. Many of the points were thoughts and lessons […]

Life Insurance Calculator | Sapphire Wealth Advisory Group

Refinancing Your Life Insurance

“I just refinanced my mortgage and my life insurance” When we buy a house, the typical process involves putting a down payment on a house, in which the bank will provide the mortgage for the balance, and over the period of the contract, we pay them back. In these instances, the traditional mortgage plan is […]

Special Needs Children Financial Planning | Sapphire Wealth Advisory Group

Special Needs Financial Planning

“Planning for a child with special needs is not as easy as 1-2-3” When a couple starts a family, many imagine raising a healthy child in an environment that affords them the opportunity to succeed. Parents may already envision sending their child(ren) to camp or signing them up for after-school programs. It’s perfectly expected. Today, […]