Bleakley Financial Group has been providing financial services to the Metropolitan New York area for more than 30 years. The firm’s team of 30 associates and 70 staff serve high net worth individuals from offices in Fairfield and Morristown, N.J.
Embracing the Complete ‘Why’ of Philanthropy for Maximum Impact
Philanthropy fosters family bonds, ensures business longevity, and provides a deeper sense of purpose beyond mere altruism.
How can professional athletes prepare for long-term financial security?
Like many careers, a career in professional athletics has a life cycle. Unlike what other professionals experience, however, an athlete may find his or her career to be quite fleeting. While individuals pursuing other professions are just hitting their prime earning years in their late 30s and early 40s, most athletes are winding down their […]
What strategies should I consider to retire in a low/zero interest-rate environment?
While predictions have abounded for years that the Fed will raise interest rates “any day now,” except for one bump earlier this year, that day has yet to come. So, investors of all ages and life stages continue to negotiate a seemingly intractable low-to-zero interest-rate environment. But those nearing retirement are even more perplexed about […]
How can I effectively communicate and execute an estate plan?
The estate-planning process is complicated for many reasons. State and federal laws are complex and sometimes conflicting. The mounds of paperwork needed by the financial institutions, the courts and the estate heirs can be confusing. And to make matters worse, many times for wealthy or prominent individuals and families, the fight over who gets what […]
