“Do you pay your kids an allowance? How much? When did you start?” It’s one of those topics that comes up every once in while with our clients, as well
Monthly Economic Update
It’s too sunny out to think of a clever introduction to this month’s newsletter. Hopefully many of the rest of you are enjoying similar challenges. May brought continued improvement in
Can You Afford Private School?
“Can we afford private school?” is a question we’ve been getting from clients for years. In fact, we wrote about what it costs (and what it really costs) back in
The Special Needs Industrial Complex
I know from experience that parenting a special needs child can be emotionally draining and financially stressful. In this article, we will lay out the fees and costs of having
Tips to Save Money When Buying a Car
There are two kinds of people: those who like cars and those who don’t care about them. I’m one of the former; people who are better at building wealth are
Five Questions About 529 Plans
Have you been considering opening a 529 college savings plan? Saving for a child’s education is also an important goal for many of my clients, and 529 Plans are often
Monthly Economic Update
I’m excited to go meet my friends’ new baby this month. She will be almost three months old, so hopefully she will still have that great baby head smell. Her
How and Why to Put Your Nanny on Payroll
Ahh … summer is nearly here. Time to relax and enjoy the sunshine, dip your feet in the ocean and feel a warm breeze blow through your hair… The serenity
What to Do When Starting a Family Doesn’t Come Easily
Many of our clients are women in their 30s and 40s, married or not, who are successful in their careers and thinking about having a child (or going for a
