Cultivating Wealth Blog

Tips and ideas to simplify your financial life

Your Taxes and Foreign Financial Assets

By Mark A. Josephson, Esq., CPA, CFP, CFE, CGMA (Note from Sara: New York is an international city and several people have asked what they are supposed to be doing with accounts they have either left behind overseas or inherited. I do not prepare tax returns, so I've...

The Stanich Group is now an RIA!

2016 has already been a big year for me as a business owner and entrepreneur! After seven years as an independent financial advisor affiliated with Raymond James Financial Services, I launched The Stanich Group, a Registered Investment Advisor (RIA) firm in early...

Where Will You Be in January 2021?

At this time of year, many of us are thinking about New Year’s Resolutions and financial goals for next year.  I know I’m not the only one … It can be tough to think about the long term.  After all, a lot can happen!  I know my life is very different that it was 10,...

Fun Summer Project

Summer is here! Montauk has been packed, the weather gorgeous and the garden looks great. We’ve eaten spinach, carrots, onions, garlic, cucumbers, green beans, beets, zucchini and of course tomatoes. Just wanted to share my latest project – Adirondack chairs for the...



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