Dina Isola

Hooray for Me, the Hell with You!

When my mother wanted me to be aware of someone’s self-serving nature she would say, “Hooray for me and the hell with you!” That one sentence was a much-needed warning as my tendency was to follow the Golden Rule (“Do unto others as you would have them do unto you.”).  The trouble is, sometimes you…

Good Dough is Hard to Find

“…Let us not waste our time in idle discourse! Let us do something, while we have the chance….”  Vladimir, Waiting for Godot by Samuel Beckett The characters in Waiting for Godot sit under a leafless tree waiting for Godot to show up and it is like groundhog’s day.  Time drags out and actions repeat in…

Never Underweight Humility

Our sons have been playing in a summer basketball league and have entered the playoff season.  The first opponent they faced was a team they had beaten easily during the regular season. “They don’t know how to play!  We’re going to kill them!” my son said. “You played them at the beginning of the season,…

Learning from the Masters

Photo by Pixabay on Pexels.com I had the pleasure of attending the EBI West last week, a conference for financial advisors on evidenced-based investing.  There were many distinguished speakers from the financial industry with interesting perspectives, but the content the “outsiders” to the industry brought was refreshing and enlightening; especially one who spoke about ancient Greek philosophy. …

The Misery Index

My senior year of college wasn’t filled with the dread that some of my classmates seemed to carry.  All the “countdown” parties went on without me; I didn’t feel the need to squeeze the last bit of juice out of my carefree days as a student.  I was itching to get on with it; the…

Cheap Trust Can Be Very Expensive

I had the privilege of attending a parent/student meeting at South Side High School in Rockville Centre the other night.  For a change, I was neither an attending parent nor a presenter; I was a very interested observer for a number of reasons. As a mother to teenagers, I was happy to see a school…

A Checklist to Get You Started

I had the pleasure of speaking  with Dina Cataldo of Soul Roadmap podcast to discuss “How to Reach Your Money Goals.”  She has put together an informative and inspiring show aimed at giving people tools and strategies to live their best lives, and she covers a myriad of topics. It was a lively discussion and it inspired me…

When Fees Go Up in Seconds, It’s Time to Go

A new client wanted to switch out of an annuity she had bought in her retirement account with a previous adviser. Needless to say, my antenna goes up when I see annuities in a retirement account because it is both unnecessary and expensive to own these insurance products for their tax-deferral benefits, when this feature…

7 Questions She’s Afraid to Ask

“You are my 50th birthday present to myself,” a woman said to me, as we sat down to meet.  “I’m tired of not feeling like an adult, it’s like I have a dirty money secret.” I’ve heard variations of this same theme many times.  This is what women say to me when no one is listening….

My Mother’s Gift

My mother, Lucy Grasso, 1945   While I think of my mother numerous times throughout the day, this week, just days away from Mother’s Day, I got a little wink from her. A client of ours sent us a note of appreciation.  He and his wife have worked with us since 2015.  Not to sound too…