Tag Archives: SICounsel

McKenzie Bezos: 4 Wealth Strategy Concerns

McKenzie Bezos: 4 Wealth Strategy Concerns

Because of the extensive media attention, celebrity divorces provide us with a look into the financial complexities of high asset divorce. Recently, Jeff Bezos, founder of Amazon, and his wife, MacKenzie, managed to arrive at an agreement outside of the court so that the details remain private.  The couple managed the press without any accusations or airing of dirty laundry which may have helped them reach an agreement quickly. There are some lessons to be learned from their divorce as well as financial concerns to be addressed as highlighted in this article.

Learn more about Samalin Group here.

The Financial Challenges of Women in Transition

Women facing difficult transitions could benefit from professional financial advice.  Such major transitions include divorce, illness, and loss of a spouse. Each of these changes may have a negative effect on a person’s financial capacity to meet life goals, such as paying for children’s college expenses, maintaining a comfortable lifestyle and retiring as planned. This article describes difficult transitions and provides links to some helpful resources.

Learn more about Samalin Group here.

Winter 2019 SICounsel Newsletter

Matt McKee Quoted on FinanceandMarkets.com

SICounsel advisor Matt McKee has been quoted in the article “6 Reasons Why Your Efforts To Save Are Not Adding Up” on FinanceandMarkets.com.  Click the link here to read the full article.

8th Annual Crown House Memorial Day Celebration

On May 28th, The Crown House (SICounsel’s main location at 297 King Street, in Chappaqua, NY) will host its 8th Annual Memorial Day Celebration. In honor of our fallen American heroes, the Chappaqua Memorial Day Parade marches down King Street, and includes veterans, revolutionary war re-enactors, local and national politicians, area fire and rescue organizations, and local high school bands. As word has spread, attendance has grown steadily with friends and families enjoying live music, patriotic face painting, Maurice’s Magic Show, food, refreshments, and prime seating along the parade route. So mark your calendars and bring the family. Food and entertainment start at 9:00 am and the parade comes through around 10:00 am.