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Blog

Row of townhomes
Mira Mizrahi | Mar 1, 2022

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Mira Mizrahi | Feb 22, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Two older businesspeople looking at a tablet screen
Mira Mizrahi | Feb 15, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
An exit sign in a modern office building
Mira Mizrahi | Feb 8, 2022

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Mira Mizrahi | Feb 1, 2022

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Mira Mizrahi | Jan 29, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Mira Mizrahi | Dec 29, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Mira Mizrahi | Dec 29, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Clients Personal Success | Diversified Financial Consultants
David Wismer | Nov 22, 2021

Committed to clients’ personal success

I was born and raised in Lebanon and had a great family life. Several members of my family were leaders in the Jewish community there.
Read More
A Balanced Portfolio | Diversified Financial Consultants
Mira Mizrahi | Jul 2, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Businesswoman looking at her phone
Mira Mizrahi | Jul 2, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Mira Mizrahi | Jul 2, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More

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P | 201-277-1453
M | 973-885-6781
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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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