Cultivating Wealth Blog
Tips and ideas to simplify your financial life
The Trip of a Lifetime
As financial planners, we spend a lot of time talking about your vision for retirement. What would you do if you weren’t working? How will you spend your time? More often than not, the answer includes a dream trip or some amount of travel. We love hearing about travel...
What is Return on Life™?
Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). Money...
We Are Growing – Welcome Nannette Kamien!
We are thrilled to announce that Nannette Kamien, CFP® has joined our team! Before joining Cultivating Wealth, Nannette founded Inspiration Financial Planning, a fee-only firm based in Encinitas, CA. She will continue to be based in southern California. Nannette...
Is it time to leave NYC?
When is the last time you asked yourself this question? If you often ask yourself this question, you aren’t the only one. In fact, according to the US Census, New York lost approximately 180,000 residents last year, more than any other state. Why did they...
Can You Afford Private School?
School! It’s a topic that many New Yorkers have spent way too much time researching, thinking about and discussing at cocktail parties. In New York, the sheer number of options can make “the school decision” especially daunting. Many of our clients are considering...
Looking for a New Accountant? What to Ask Now
Tax return is now due Tax season is here again, and for many of my clients, that means it’s time to reach out to your CPA – or to find one if you haven’t yet! But if you are looking for a (new) accountant, what should you ask him or her? Here are some questions to get...
The Stanich Group LLC
dba Cultivating Wealth
PO Box 5014
Montauk, NY 11954
646-693-7451
Ready to talk?
More Info
Recent Comments