Cultivating Wealth Blog
Tips and ideas to simplify your financial life
Staying at Home, Again.
Like almost everyone else, our family is staying home right now and physically staying away from really anyone else outside the family. I feel incredibly blessed that we moved out of the city to the place where we want to spend our days last summer, and to a new house...
Interview: Medicare Expense Planning
If you are approaching the age of 65, you'll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your health insurance. But what will a switch to Medicare mean for your budget? We don't sell health...
So You Want to be a Landlord?
Ask around to any of your friends and someone is always talking about becoming a landlord. It’s also a topic that comes up with a lot of clients in our financial planning practice. Some are unwilling landlords because they can't yet sell a property they bought before...
Aging Parents? Here’s What You Need to Know About Their Finances
One of the most difficult times in our lives are when we finally start to notice our parents are aging. Maybe you don't see them as much as you used to, and when you do, they aren't as sharp, or physically active. Maybe you do see them often and the day-to-day changes...
6 Common 401(k) Myths, Debunked
If you're like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) if you work for a typical company...
What Divorced Parents Need to Know About Financial Aid
When advising divorced or separated parents on the college financial aid process, a number of questions come up that have answers that aren't intuitive. In this post I will cover the most frequent situations I encounter. I will also include tips to help you use the...
The Stanich Group LLC
dba Cultivating Wealth
PO Box 5014
Montauk, NY 11954
646-693-7451
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