If you’ve had a loss of income due to the COVID-19 shutdown, you may be wondering how to protect yourself financially. We look at people’s cash flow every day, so we have a pretty good idea of how people choose …
Is It Time to Refinance Your Mortgage? Six Points to Consider
As mortgage loan rates hover around historic lows, almost everyone seems to be asking themselves if they should refinance. And if you aren’t, you should be. Your home is usually one of your biggest expenses and the source of a …
Help Is on the Way – Understanding the CARES Act
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs, cancelled projects and closed businesses. It’s amazing how fast things …
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 …
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 …
Alimony, Maintenance, or Spousal Support?
If you are considering divorce or in the process, you may be wondering if spousal maintenance will be part of your financial plan for the future. Spousal support, alimony and maintenance usually mean the same thing, and may be used …
How is Child Support Calculated?
Child support is a crucial issue for any divorcing couple with children. Parents need to know what to expect so they may plan for the future.
Here are the basic questions I hear from couples (in my state, New York) …
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 …
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 …
