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MONEY matters

Mark Zaifman's thoughts on money, global economic trends and politics
Why Panic is Not an Investing Strategy
Mark Zaifman   |    Tue, May 15, 2018 @ 11:44 AM

With the political news, or should I call it the political storm-y brewing in DC, we might recall that it was only a few months ago that talk of a trade war with China and potential tariffs on steel and aluminum created dizzying volatility in the stock market.

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Why You Need to Know Your Legacy Plans Before you Retire
Mark Zaifman   |    Wed, Jan 31, 2018 @ 11:41 AM

The dictionary would define 'legacy' as:

a gift or a bequest that is handed down, endowed or conveyed from one person to another. It is something descendible one comes into possession of that is transmitted, inherited or received from a predecessor.

A financial planner would define legacy simply as:

"the amount of inheritance you plan to leave to your heirs and or charities/organizations upon your passing.

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Is Your Financial Road Map Outdated?
Mark Zaifman   |    Thu, Apr 30, 2015 @ 05:25 PM

When was the last time you reevaluated your personal financial goals? Did you set initial goals when you were in your 20’s and haven’t looked back since?

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