Jaime Kobin - Financial Advisor

What Neuroscience Says About Gut Feelings And Decision Making Business owners make numerous high-stakes decisions every day. When they can integrate analytical reasoning and intuition, they can improve their business outcomes.

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choices to your long-term goals. Let's connect.

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

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Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starting out or approaching retirement, I can help you find
coverage that fits. Contact me today.

I help wealthy families get their kids into top colleges. Here are 5 strategies any parents can use. Lindsay Tanne Howe started a college advisory firm as a Harvard freshman to advise ultrawealthy families on how to get their kids into top colleges. Here's some of her tips for parents to boost their kids' chances of success.

The Starter Home Is Housing’s Unicorn. Try Hunting One. For many first-time buyers, the numbers still don’t quite work: the typical budget falls well short of what a starter home costs, even if the gap has improved somewhat. Here's what to know.

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

How the Ultra-Rich Are Borrowing Millions Against Stock Instead of Selling—and Saving on Taxes Haley Schaffer was working with a client whose stock in one of the large artificial intelligence hyperscalers ballooned in value from $1 million to about $10 million in the past five- to seven years.

Think Medicare Covers Everything? Retirees Now Face a $185,500 Healthcare Bill. Retirement healthcare costs are up 7.5% from last year, the sharpest rise in more than a decade, according to Fidelity.

When 401(k) Balances Peak: How Retirement Savings Change From Your 20s to 80 Median 401(k) balances typically peak in workers’ 50s due to higher salaries, catch-up contributions and compounding growth. Balances often decline in the 60s and 70s as retirees withdraw funds, roll over accounts, or meet required minimum distributions. A shrinking 401(k) balance in retirement is...