Nonprofit Recession Survival Guide to Getting Donations

First the markets, then Madoff, now the Obama administration is proposing reductions in the charitable tax deduction for your biggest donors. What else could possibly go wrong? Oh yeah, I forgot to mention the snow day and nobody came to work. One thing is for certain; raising funds in the current environment is much more [...]

Arthur Brooks “Who Really Cares: The Surprising Truth about Compassionate Conservatism”

Talking politics and religion can be a lethal mix so I’ll tread carefully here. When I make conclusions about things (especially when it comes to religion and politics), I try and be particularly careful to point out when i’m injecting opinion versus stating facts on things. Arthur Brooks’s book, “Who Really Cares: The Surprising Truth about Compassionate [...]

A Work in Progress-Life Stories and Lessons of Success

This is a test that will serve as a witness to what happens when the seed of an idea gets planted and watered. How big will it grow? Who knows. Watch. Check back. Stay tuned. Read on.
I’ve decided to start this diary to keep track of what is happening and to document my thoughts as [...]

The New Law of Attraction in Financial Planning

Have you ever had an “Ah Ha” moment when things seemed to become crystal clear to you and everything just made sense? This happened to me recently after an acquaintance recommended a book called “Think and Grow Rich”, written by Napoleon Hill in 1937. As a Certified Financial Planner™ practitioner, I have read many books [...]

A New York Minute

Something surreal happened to me yesterday.
Yesterday I met one of my clients for lunch in NYC. Leaving Penn Station, we walked in an expanded pedestrian walkway that had been created on seventh ave. Since the sidewalk was on the actual roadway, I was a bit nervous, thinking of the occasional stories one hears about out [...]