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Sara is a Certified Financial Planner (CFP®) and a New York University MBA.
She combines this expertise with the ability to communicate in simple terms. This clarity helps clients make better financial decisions.
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New on the Blog
As I’ve shared before, my husband and I have been very happy with our decision to send our oldest son to elementary school at Success Academy, a charter school. Since kindergarten, our son has been academically and socially engaged, he’s benefited from incredible...
Financial Planner Liz Sylvan has joined The Stanich Group.
Right now, you may be in the throes of gathering your tax documents for 2017 and preparing for the annual ritual of filing online or with your accountant. But it’s worth noting that substantial changes are on the horizon for 2018. The Tax Cuts and Jobs Act of 2017 was...