Financial Literacy and The Right Mindset – Simone Craig

I’ve introduced Simone Craig to all of you before here on the blog. Just as a reminder, Simone is a seasoned (25+ years) accountant with Big 4 experience and a thriving practice in the NYC area. She combines nuts-and-bolts fundamentals about money management with a spiritual approach to life to help people and companies get … More Financial Literacy and The Right Mindset – Simone Craig

How To Address a Retail Addiction

In The Old Money Book, I talk about the importance of prioritizing Financial Independence: stacking up savings and investments before spending money on consumer products. Of course, this is not always easy. The cost of living seems to outpace salary increases. Kids need braces on their teeth. Automobiles need repairs. Houses need maintenance. Uncle Sam … More How To Address a Retail Addiction

Old Money vs. New Money – Lifestyle Creep

First, my apologies for the delay in posting over the past two weeks. I’ve been working on a new book as well as dealing with some family business. A close friend here in the neighborhood had surgery, as well, and my wife and I have literally been his right hand for a period of time … More Old Money vs. New Money – Lifestyle Creep

Paris Lockdown 3.0, Covid Vaccines, and Aging Parents

3.0…or was it? Saturday marked the commencement of the third lockdown Paris has experienced in the last year. The first one started, if you can believe it, on March 17, 2020 and lasted until Mid May. If my confinement-impaired memory serves me (somewhat) correctly, October saw our 2nd lockdown. And now, 12 months later, we … More Paris Lockdown 3.0, Covid Vaccines, and Aging Parents

Trust Me, We’ll Have Funds

Maurice, one of our community’s longtime members, asked a question recently about the role of trust funds. Of course, the term is probably one of the first things most people think about when they hear the term ‘Old Money’, with a list running something like: preppy, trust fund, Volvo, Nantucket, gin and tonic, cardigan and … More Trust Me, We’ll Have Funds

A Few Steps Back, Slowly

As a final note on Privacy, I’m going to share the very small, pretty much painless, but still important steps you may consider taking in order to preserve the online privacy you have, and increase it going forward. First, consider your email provider. Unless you’re using a service like Proton mail, your emails are being … More A Few Steps Back, Slowly

The Annual Back To School Wardrobe List

Bonjour, etudiants! It’s that time again…time to put the summer clothes away and assess what you need to acquire (or locate in the back of the closet) in order to be appropriately dressed to go back to school. If you’re a long-time reader, you’ll probably have a vague recollection of us going through this exercise … More The Annual Back To School Wardrobe List

Old Money: In Their Own Words

The moment one enters a dining establishment is the moment the person dining there accepts that he or she will always be ‘wrong’ that evening. What do I mean by this? I mean that you, as the customer, are going to accept responsibility for any misunderstandings that occur with the restaurant staff that evening.  The … More Old Money: In Their Own Words

The Limits of Belief

Most of the time, my life here in the City of Light is a steady but varied melange (French word) of writing, reading, phone calls, emails, meetings, long walks, and casual conversations. But every once in awhile, the routine’s sidewalk-cafe dreaminess is jolted, and I get cranky. The most recent occasion was marked by a … More The Limits of Belief