» Articles in the Media

When Private Fights Over Millions Become Public (Things Get Ugly) - The New York Times, February 8, 2019

Paul Sullivan writes:  There are private family squabbles, and then there are family squabbles that splash into public view, shining a spotlight on a bitter dispute. Take the case of Belinda Neumann-Donnelly, who sued her father, Hubert Neumann, claiming he drove down the price of Jean-Michel Basquiat’s “Flesh and Spirit,” which sold for $30.7 million at auction la… Read More
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We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased. - The New York Times, November 30, 2018

By Ron Lieber LOS ANGELES — The pitch arrived in my aunt’s mailbox, just after her 80th birthday and in the wake of a few frightening weeks for retirement investors. “Tired of the stock market roller coaster ride? Want to protect your principal and lock in interest earnings?” the invitation read. READ MORE Read More
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More Pet Insurance Policies Are Being Sold. But Are They Worth the Cost? - The New York Times, January 4, 2019

Ann Carrns writes, Americans are increasingly treating their pets as members of the family, feeding them gourmet food, paying for day care and throwing them birthday parties. Family sleepwear sets sold on PajamaGram.com even include matching jammies for the dog.  Read More Read More
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How to get your financial house in order before you die - The Washington Post, September 4, 2018

  Columnist, Michelle Singletary shares the lessons she learned after her mother died from injuries sustained in a house fire. When you’ve helped with as many funerals as I have, you understand how important it is for folks to organize their financial paperwork before it’s too late. Maybe my story will help motivate you to gather your important documents t… Read More
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Helping Women Over 50 Face Their Financial Fears - The New York Times, September 3, 2017

Ronni Ginott was at a New Year’s Day party in 2003 when her husband, David, had a heart attack and died on the spot, at 58. In an instant, Ms. Ginott, then 55, became not only a single mother of two daughters, but also the owner of E.M. Winston Company, her husband’s musical-instrument rental company. She knew nothing about the business, and her husband had no successi… Read More
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Free Tickets. Money. College Savings Plans Try to Stir Up Interest. The New York Times - May 26, 2018

Prizes! Drawings! Free tickets! A promotion for a carnival, or a used car blowout sale? Nope. It’s the sponsors of 529 college savings plans running contests in hopes of driving up participation. READ MORE Read More
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Single? No Kids? Don’t Fret: How to Plan Care in Your Later Years - The New York Times, March 23, 2018

Sarah Peveler lacks a support system that many older people count on: their adult children. Read more Read More
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How the new tax law might affect home buyers who are retired - The Washington Post, March 3, 2018

Q: I am a regular reader of your column for many years. I am a senior, widowed and have some retirement income and savings. I am concerned about the implications of the new tax law. Read More Read More
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Interest on Home Equity Loans Is Still Deductible, but With a Big Caveat - The New York Times, Saturday, March 10, 2018

The interest paid on that home equity loan may still be tax deductible, in some cases.  Read More Read More
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If You Don't Have Children, What Do You Leave Behind? (The New York Times, Feb. 27, 2018)

Writing a will is about who gets your stuff, but may nonparents yearn to create a legacy by nurturing and influencing the offspring of others.  Read More Read More
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