A Nu Beginning

10/20/2026

Sometimes, it’s not the furniture we’re holding onto. It’s the memories.

That dining room table may look like just an old table to someone else, but to you, it holds years of family dinners, celebrations, conversations, and life.

So what happens when it’s time to let it go?

Part 8 of our 10-part Financial Moments series explores the emotional side of downsizing, letting go, and making room for what comes next.

Selling the Dining Room Table That Nobody Wanted.

Read the full story.

When an Ordinary Item Holds an Extraordinary Story There are some things in our homes that become part of our everyday lives. A dining room table is one of

10/16/2026

🌳 Rooted Like Trees

Trees remind us that growth does not always happen without obstacles. Sometimes, the strongest growth happens because of them.

We can stay rooted, reach toward the light, find the nourishment we need, and keep growing even when the path gets difficult.

Sometimes, the obstacle becomes part of the process.

Read “Rooted Like Trees” and take a moment to consider what the trees might be teaching us about resilience, growth, and moving forward.

Through life’s obstacles, we can envision ourselves as tree-like beings. Imagine that we have roots reaching down into the earth, energetic strands that ke

10/13/2026

Financial Moments | Part 7 of 10

When the Kids Stop Asking for Advice

It happens quietly.

One day, you realize your kids are making decisions without calling to ask what you think. You feel proud of the adults they have become, but there may also be a little sadness in realizing your role has changed.

And with that change comes a new question:

What does the next chapter look like for you?

This financial moment is about more than money. It is about letting go, making room, and discovering what comes next.

Read “When the Kids Stop Asking for Advice.”

A Change You May Not Notice Right Away There is no announcement. No calendar reminder. No conversation that tells you this chapter has begun. One day

10/12/2026

10/06/2026

Financial Moments | Part 6 of 10

The First Large Purchase You Make Alone

A car. A home. New furniture. A major appliance.

After a major life transition, making that first big purchase alone can feel different. There may be hesitation, self-doubt, and a lot of questions.

But there is also an opportunity to rebuild something important: confidence in your own financial decisions.

In Part 6 of our Financial Moments series, we explore why that first large purchase can mean so much more than the price tag.

Sometimes, the biggest thing you walk away with is realizing you can trust yourself.

A Decision That Feels Bigger Than the Price Tag There is often a moment after a major life transition when you realize something needs to be replaced or purcha

10/05/2026

In Loving Memory of Dr. Neal Reisman
​June 16, 1949 – October 1, 2026

​It is with profound sadness and the heaviest of hearts that we announce the passing of Dr. Neal Reisman on the morning of Thursday, October 1, 2026.

​Born on June 16, 1949, in Philadelphia, Neal was raised in a loving home nurtured by his parents and uncle. Throughout his life, he demonstrated an extraordinary dedication to both intellect and service. Driven by a deep commitment to helping others, Dr. Reisman achieved the rare distinction of becoming both a practicing surgeon and an attorney (J.D.), navigating both professional callings with distinction throughout his career.

​His professional accomplishments were vast and impactful. He served as president of multiple professional societies and served on numerous medical review boards, leaving an indelible mark on both the medical and legal communities. Above all his achievements, Dr. Reisman will be remembered for his steadfast kindness, deep empathy, and lifelong dedication to providing compassionate care to those in need.

​Dr. Reisman is survived by his beloved wife, Liebe Miller Reisman, his daughters, Hillary and Tracey two sons-in-law, David and Yoni ,and his four cherished grandchildren. He is also survived by his former wife, Libby Reisman the mother of Hillary and Tracey. He will be deeply and terribly missed by his family, friends, colleagues, patients, and all whose lives he touched.

​Memorial & Service Details
​Date: Friday, October 9, 2026
​Time: 11:00 AM
​Location: Temple Emanuel Cemetery

10/01/2026

Beyond Your Lifetime

What if your financial plan was about more than your lifetime?

Your decisions today can shape the opportunities, values, and legacy carried forward for generations.

What are you building for the future?

As a financial planner, we are trained to build around single lifetimes. The focus is on retirement, asset distribution, tax considerations, and immediate ne

09/29/2026

Financial Moments | Part 5 of 10

The Day You Stop Getting a Paycheck

Retirement is filled with milestones, but one of the biggest can happen quietly: the day that paycheck stops coming.

Even with careful planning, moving from earning an income to living from what you’ve built can feel different.

What happens when the paycheck stops, but life continues?

A Quiet Financial Milestone There are a lot of moments people prepare for before retirement. The last day at work. The retirement party. Turning in your badge

09/29/2026

Well said

When you’ve spent decades loving someone, it can be difficult to remember where “we” ended and “me” began.

You made decisions together. You planned weekends together. You had your routines, your favorite places, your inside jokes and probably even your own way of doing absolutely nothing together.

Then one day…you’re expected to live as one person again.

And nobody really tells you how weird that can feel.

You might suddenly realize you don’t know what ‘you’ want anymore. What do I like to do? Where do I want to go? What do I want for dinner when there’s nobody else to consider? What do I want the rest of my life to look like?

Those might sound like easy questions, but after twenty, thirty, forty or fifty years of being part of a couple, they can feel enormous. Because you’re not only grieving the person you loved. You’re grieving the identity you had with them.

I think rebuilding “me” begins very quietly.

Maybe you try something you’ve always been curious about. You go somewhere by yourself for the first time. You rearrange a room. You discover that you actually enjoy something your partner never did. You make a decision without wondering what someone else thinks.

And yes…sometimes it feels uncomfortable.

It can even feel disloyal.

But discovering who you are now doesn’t mean you’re leaving behind who you were together.

Here’s the thing…you don’t have to erase the “WE” in order to find the “ME.”

That life you shared will always be part of you. The love, memories and years you spent together helped shape the person you are today.

But you’re still here.

And maybe part of surviving grief is slowly giving yourself permission to become curious about that person again.

Not the person you were before them…but the person you’re becoming now.

Gary Sturgis
Author of: ‘SURVIVING GRIEF – 365 Days A Year’