MAKING CENTS: Roth IRAs – A Gift to Last a Lifetime
With holiday shopping nearing its peak, maybe you can skip the lines and set your sights on a gift that will last a lifetime. Of course, I’m talking financial gifts that go beyond an envelope with a little hole in it to show the face of one of our past presidents. A gift to a child…
Making Cents: Using a Roth IRA In Your Estate Plan
The Roth IRA is a powerful financial tool. Roth IRAs are a retirement account that allow for the potential growth without taxes, have no required minimum distribution and distributions are tax free if over the age of 59 ½ and the account has been open for a minimum of 5 years. The downside to a…
Greetings from Sunny Florida… NOT
As many of you may already know, I am in SW Florida. Not just anywhere in SW FL, but ground zero to the worst hurricane induced catastrophe in US history. And yes. It is as bad as you’ve seen, heard or viewed on the news. The good news is that I survived, thanks to my…
7th Annual Napier Financial Jimmy Fund Golf Classic
Thanks to everyone who supported our fundraising efforts for The Jimmy Fund and Dana Farber Cancer Institute! With your help, we’ve raised close to $80,000 for the research of Acute Myeloid Leukemia in honor and support of Mike Aizenstadt. We had a great day on the golf course last Friday! Take a look at some…
Getting Your Financial House In Order
There is a big difference between knowing what to do and then doing it. Take a look at the health food and diet business and how it is booming. It’s not like people can’t learn what to do on their own – but making a routine out of tracking intake and sticking to an exercise…
7th Annual Jimmy Fund Golf Fundr’Aiz’er
Asking someone for money isn’t fun or easy for me. But then I recognized three facts thanks to my friend Mike Aizenstadt who invited me to a Jimmy Fund Golf DFCI fundraising event 8 years ago. I have never met a family that was not impacted by cancer The Dana Farber Cancer Institute (DFCI) uses…
Goats and Knots
When we hear the word Goat these days, many think of the word as an acronym for the “Greatest Of All Time’. This term was made widely popular in New England as the media and fans alike began to refer to Tom Brady as the GOAT. While he may be the GOAT in the eyes…
Watching Spring at 75 MPH
As you may know, one of my favorite hobbies is caring for trees and shrubs. I love to plant them, trim them, feed them and watch them. Call me nuts, but that is one of the ways that I find joy outside of work. Each year, I sit here in New England and ask… “Where…
Noise, Noise, Noise
There are not many slow news days in Washington. The broadcast and print media are all fired up for 2022. This year has noise on a lot of levels.
Cheap Private Air Travel
If you love to travel, you know the pain of the airport experience: the security lines, the delays, the crowds. Flying private is a great option to avoid these issues, but has historically been prohibitively expensive. Insider has published a list of 6 options for flying private that could be less expensive than you might…