True confessions: I find the process of getting organized about as enjoyable as listening to fingernails against a chalkboard. But financial chaos is an invitation for trouble, which is why I’m looking for painless ways to create order. This one traces back to my summer job between years at Harvard Business School…read more
Click the image below to download the fiduciary oath.read more
Wonder how elder fraud starts? Yesterday and again today, the “IRS” left a dire message on our home phone, threatening to arrest us. The caller warned : “Now, if you don’t return the call, then the only thing that I can do is…wish you good luck.”read more
Annuities are insurance products, often used for retirement planning. They’re popular with investors who want steady income. But talk about crazy complicated…and all the forms, forms, forms. I have one fifty-page annuity application that comes with its own DVD, which, for the record, doesn’t work on a MacBook Air. That’s why I took a few minutes to sketch out what annuities are really all about…read more
The New York Times describes my novels as “money porn,” “a red-hot franchise,” and “glittery thrillers about fiscal malfeasance.” Through fiction I explore the dark side of money and the motivations of those who have it, want more, and will steamroll anybody who gets in their way.