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Managing Through a Crisis

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Is it just a coincidence that the month of April is both Financial Awareness Month AND Alcohol Awareness Month? What is divine providence trying to tell us? The answer lies in the similarities between people who struggle with addiction and…

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Charitable Gifting Strategies

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2020 was an extremely difficult year. Many families had their incomes significantly reduced. As a result, they have come to rely on the services provided by their communities. The Jewish Federation of Raleigh’s mission, guided by the Jewish values of…

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Is Investing Gambling?

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As someone who has worked on Wall Street for 30+ years, the answer for individual investors is yes. The individual investor is at an informational disadvantage. There is a reason Wall Street and successful fund managers have technology and data…

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Collecting Social Security While Working

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According to a 2018 report prepared by the Stanford Center on Longevity, most American workers have not saved enough to allow them to retire at age 65 while maintaining their current standard of living. In 2019, a record number of…

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529 Plans

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A 529 Plan could be the answer for parents concerned over college tuition costs and financial assistance.

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