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Blog

Clifford Michaels | Dec 27, 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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Clifford Michaels | Dec 20, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Clifford Michaels | Dec 13, 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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Clifford Michaels | Dec 6, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Clifford Michaels | Nov 29, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Clifford Michaels | Nov 22, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Clifford Michaels | Nov 15, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Clifford Michaels | Nov 8, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Clifford Michaels | Nov 1, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Clifford Michaels | Oct 25, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Clifford Michaels | Oct 18, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Clifford Michaels | Oct 11, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Phone | 212-869-7266
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Securities offered through Cadaret Grant & Co., Inc. Member FINRA/SIPC

Fee Based Advisory services offered through Institutional Investment Advisors Corp., an SEC Registered Investment Advisor. Institutional Investment Advisors Corp. and Cadaret Grant & Co., Inc. are separate entities.

Institutional Investment Advisors Corp. provides advisory services in states where it is notice filed or where it qualifies for an exemption.

Clifford Michaels, CFP, is licensed to sell securities in the following states: NY, NJ, PA, CT, MD, MA, NH, FL

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