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Email: | Phone: 973-256-2555
Email: | Phone: 973-256-2555


Lauren and her staff are often called upon to provide their insight and perspective as part of a larger article reported in the financial or local press.

Lauren says emergency fund is key

A recent report from the Pew Charitable Trusts confirms that the lack of a fully-funded emergency account can reek havoc on family finances. Lauren recently spoke with NY Times reporter Ann Carrns about this important topic, and suggested some practical ways to create and jump start a viable emergency fund.

Lauren on NAPFA's 5/10/20 retirement plan

The National Association of Personal Financial Advisors (NAPFA) recently released a useful infographic that summarizes the best financial moves for consumers who are 5, 10 or 20 years away from retirement. Lauren spoke with Yahoo Finance reporter Mandy Woodruff to highlight the key findings from the advisor survey.

Lauren outlines financial red flags for dementia

In this Financial Planning Magazine article , Lauren talks about some of the common warning signs of early-stage dementia that may show up in a person's handling of his or her financial affairs. Understanding the person's pre-illness baseline behaviors around money issues is crucial in evaluating changes that may occur later.

Lauren says housing decisions are critical

As clients age, where and how they choose to live can have a profound impact on their physical and mental well-being. But housing decisions are a critical part of a retirement financial plan as well. Liz Skinner profiles Lauren and others on this subject in Investment News.

Lauren's tips for better client communication

Factors such as the timing of meetings, reinforcing spoken instructions with written ones, asking for a verbal recap of key points and providing a calm and distraction-free meeting space can add up to clearer and more successful communications with older clients as Lauren explains in a Financial Planning Magazine article.

Lauren on handling clients' mental status changes

In order for financial advisers to act as a fiduciary for clients, they must be ready to act quickly if they notice changes in a person's ability to make informed choices about the management of their accounts. But knowing the best course of action can sometimes be tricky, as Lauren explains in this Wealth article.

LFS featured as source of elder care info

A recent CNBC article put the spotlight on advisory firms who are leading the industry in establishing themselves as sources of reliable information on elder care planning. See what Lauren has to say about the ElderLife division of LFS.

Read our Fall 2015 Newsletter here