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Blog

Hand holding a large bundle of balloons
Mira Mizrahi | Sep 9, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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A couple working in their kitchen together
Mira Mizrahi | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Mira Mizrahi | Aug 9, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Mira Mizrahi | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Mira Mizrahi | Jul 20, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Mira Mizrahi | Jul 12, 2022

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Mother and child working on a laptop together
Mira Mizrahi | Jul 5, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Elderly woman and younger woman having a conversation
Mira Mizrahi | Jun 28, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Elderly person holding a stress ball
Mira Mizrahi | Jun 21, 2022

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Two yellow balloons with smiley faces on them
Mira Mizrahi | Jun 14, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Mira Mizrahi | Jun 7, 2022

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Finance

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several

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Young woman pouring a drink for an older woman. They are sitting together at a table.
Mira Mizrahi | May 31, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The Certified Financial Planner® associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, FL, GA, MD, NJ, NY, NC, PA, TX, VA.

In addition she can transact insurance in the states listed above except Texas, and Virginia.

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