Latest Posts Under: Interviews

Creating a spending plan (budget), while very detail oriented, includes only a few basic steps; identify income, list expenses, compare income and expenses, set priorities and finally, make changes. “Attention is the rarest and purest form of generosity.” Simone Weil While developing your spending plan, the gifts and charity category should not be overlooked. We don’t… Read Article →

With Tax Day right around the corner (April 18), the National Consumers League interviewed IRS Commissioner John Koskinen as part of their #DataInsecurity Thought Leaders series. The wide-ranging interview with Commissioner Koskinen explored a range of questions about the agency’s success at reducing tax identity fraud rates and dealing with fraudsters using stolen data. The… Read Article →

Recently over dinner with a small group of friends, the discussion briefly turned to my book and this blog. One friend, Neil, revealed that some co-workers were attempting to develop and market elaborate stock trading software using a “fancy” proprietary algorithm. I opined that investing success is easier than most people realize once a few concepts… Read Article →

Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a consortium of life insurance organizations that provides complete and factual information about fixed indexed annuities. He previously served two terms as North Dakota’s Insurance Commissioner, working to strengthen laws to protect citizens against insurance fraud, and served four terms in the North Dakota… Read Article →

For most people, their home is their largest asset. Perhaps not coincidentally, it is also the most difficult to sell. The inability to sell your home when you’re ready to relocate, or downsize in preparation for retirement, can be frustrating. One company looking to disrupt the market and offer a different approach is Opendoor. I recently spoke with… Read Article →

Meryl Wiener is a Partner at Warsaw Burstein, LLP in New York City. Ms. Wiener advises financial institutions, investment managers and hedge funds on a broad range of regulatory, compliance, securities, registration, inspection, organizational and structural matters.She focuses on the Investment Advisers Act of 1940 and represents clients in connection with regulatory examinations and enforcement proceedings…. Read Article →

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