Search


Social Security - Part 5 of 5. What You Need to Know About Taxes.
When you think about Social Security, you might assume it’s tax-free. After all, you’ve spent decades paying into the system with your...
alanmendlowitz
Feb 23 min read
6 views
0 comments


Social Security - Part 4 of 5 - How to Maximize Survivor Benefits.
Losing a spouse is one of life’s most devastating challenges. While no amount of money can fill the emotional void, Social Security...
alanmendlowitz
Jan 302 min read
6 views
0 comments


Social Security Part 3 of 5 - Maximizing for Married Couples.
Marriage isn’t just about sharing life’s joys and challenges—it’s also about strategic retirement planning, especially when it comes to...
alanmendlowitz
Jan 223 min read
5 views
0 comments


Social Security Part 2 of 5 - When Should You Claim Benefits?
Do you love getting paid? Of course you do! That’s why it’s tempting to grab your Social Security benefits as soon as you hit age 62. But...
alanmendlowitz
Jan 143 min read
5 views
0 comments


Social Security 101: What You Need to Know - Part 1 of 5
Do you ever wonder where all those Social Security taxes on your paycheck go? For most of us, Social Security is a hazy concept—something...
alanmendlowitz
Jan 63 min read
32 views
0 comments


Multitasking Money #6 - Leverage Investing and Conclusion
Leverage Investing Alan J. Mendlowitz, RICP, CRES "The trick is not to lose money, the trick is to make money." - George Soros "One of...
alanmendlowitz
Sep 12, 20244 min read
44 views


Multitasking Money #5 - Arbitrage - A Tool for Making Money.
Arbitrage - A Tool for Making Money. Alan J. Mendlowitz, RICP, CRES "Arbitrage is the opportunity to buy low and sell high." – Warren...
alanmendlowitz
Sep 12, 20243 min read
35 views


The many uses of life insurance - Part 6 of 6 – Retirement Supplement
Alan J. Mendlowitz, RICP, CRES As you plan for retirement, it's important to consider all of the different options available for...
alanmendlowitz
Jun 21, 20232 min read
19 views


The many uses of life insurance - Part 5 of 6 – Long Term Care and other Living Benefits
Alan J. Mendlowitz, RICP, CRES As we age, our health needs can change, and we may require long-term care to help us with daily activities...
alanmendlowitz
Jun 20, 20233 min read
18 views


The many uses of life insurance Part 4 of 6 – Special Needs Planning
Alan J. Mendlowitz, RICP, CRES For a parent of a special needs child, it is imperative to understand the financial aspects of planning...
alanmendlowitz
May 7, 20233 min read
8 views


The many uses of life insurance - Part 3 of 6 – Business Continuity
Alan J. Mendlowitz, RICP, CRES As a business owner, you have a lot of responsibilities to manage. One of the most important things you...
alanmendlowitz
Apr 23, 20233 min read
14 views


The many uses of life insurance Part 2 of 6 - Estate Planning
Alan J. Mendlowitz, RICP, CRES Life insurance can be a valuable tool when it comes to estate planning. It can help provide for your...
alanmendlowitz
Apr 19, 20233 min read
12 views


The many uses of life insurance: Part 1 of 6 – The Basics.
By: Alan J. Mendlowitz, RICP, CRES Life is unpredictable, and there is no way to know what will happen in the future. As a responsible...
alanmendlowitz
Mar 28, 20233 min read
123 views


Multitasking Money Part 4(b) of 6 - Is Debt Good or Bad (cont)
Good Debt vs. Bad Debt? Part 2: Good Debt Alan J. Mendlowitz, RICP, CRES The only way to get rich is to start with more money.” -John D....
alanmendlowitz
Mar 13, 20233 min read
72 views


Multitasking Money Part 4 (a) of 6 - Is Debt Good or Bad?
Good Debt vs. Bad Debt? Part 1: Bad Debt Alan J. Mendlowitz, RICP, CRES "Bad debt is a crushing weight that drags down not just the...
alanmendlowitz
Mar 10, 20234 min read
62 views

Multitasking Money - Part 3 of 6
The Uninterrupted Compound Growth Curve "The greatest power on earth is compound interest." -Albert Einstein Introduction Compounding is...
alanmendlowitz
Nov 20, 20225 min read
57 views


Multitasking Money - Part 2 of 6
“Joe can't walk and chew gum at the same time” - President Lyndon Johnson Introduction “Joe can't walk and chew gum at the same...
alanmendlowitz
Sep 6, 20225 min read
47 views


Multitasking Money - Part 1 of 6 - Introduction
In this blog series we will introduce you to concepts and strategies used by the #wealthy to work towards retirement goals and generate weal
alanmendlowitz
Aug 4, 20222 min read
68 views


Ready to Retire?
If you are like many Americans then you should read this article from CNBC. Create a plan today!
alanmendlowitz
Oct 6, 20211 min read
9 views


alanmendlowitz
Oct 13, 20200 min read
31 views