Cultivating Wealth Blog

Tips and ideas to simplify your financial life
Five Easy Financial Resolutions

Five Easy Financial Resolutions

It’s a New Year, and many of us are still in goal-setting mode. While some years are more successful than others, I still love the process of setting goals and the feeling of achievement when I reach them. I find that many of us find it very difficult to set financial...

The Equifax Hack

By now you've heard about the massive data breach at Equifax which include the personal information of up to 143 million people. Although we have (sadly) grown accustomed to hearing about similar data breaches, like the ones at Target, Anthem, Yahoo or Home Depot,...

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...

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