estate tax middle class impact

Estate Taxes Don’t Start With the Middle Class—But They Rarely Stay That Way

Leave a Comment / Money, Politics /

Understanding the proposed Estate Tax Impact on the Middle Class in NYC and Its Financial Effects Most people don’t think about estate taxes, with good reason, as most estates don’t pay federal or state estate taxes. Why? Estates below the thresholds below pay no tax. Federal thresholds: ~$13.6 million per individual ~$27+ million for married […]

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corporate survival guide

The Corporate Worker’s Survival Guide (38 Years of Lessons)

Leave a Comment / Corporate Life /

I worked for JPMorgan for 38 years before retiring—and survived more mergers, reorganizations, and layoffs than I care to count. Here’s my Corporate Workers Survival Guide for anyone navigating corporate life.. “After 38 years in corporate America, I learned that survival depends less on talent and more on preparation.” Build a Pile ($) This is

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chart fee no fee

“Investing Smarter: How Low-Cost Index Funds Can Outperform Fees and Guesswork”

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It’s interesting how many of my friends who worked in investment banking for over ten years still “have a guy” or “a gal” managing their investments — even friends who are CPAs. I understand it. For some people, investing simply isn’t interesting. Their eyes glaze over when the conversation turns to markets or portfolio construction.

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detroit circa 1980s

How NYC Is Following Detroit’s Path: Urban Decline NYC Lessons from the Late ’80s

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If You’re Too Young to Remember Detroit If you’re not old enough to remember Detroit in the late ’80s, it was a disaster of epic proportions. And as NYC faces its own challenges today, there are important urban decline NYC lessons to be learned. The “Motor City’s” bankruptcy wasn’t driven by exploding pension obligations —

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retirement calendar

Retirement Is Not the End — It’s the Beginning of a New Lifestyle

Leave a Comment / Retirement /

For thirty years my mornings started the same way: alarm before dawn, a quick shower and shave, and out the door with a Styrofoam cup of coffee in my hand. Twenty minutes later—this time of year—I’d be standing on a cold platform waiting for the Long Island Rail Road. And let’s not forget the buttered

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