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Estate Planning Estate Planning in the Face of COVID-19
April 22, 2020in Estate Planning 0 Comments 0 Likes

Estate Planning in the Face of COVID-19

Guest Post by Shannon P. McNulty, Esq. 

As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues …

by Guest Contributor
Cash Flow How to Triage Your Finances During a Tough Time
April 16, 2020in Cash Flow 0 Comments 0 Likes

How to Triage Your Finances During a Tough Time

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 …

by Liz Sylvan
Debt Is It Time to Refinance Your Mortgage? Six Points to Consider
April 8, 2020in Debt 0 Comments 0 Likes

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 …

by Nannette Kamien
Cash Flow Help Is on the Way – Understanding the CARES Act
March 29, 2020in Cash Flow 0 Comments 1 Likes

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 …

by Sara Stanich
Cash Flow Staying at Home, Again.
March 23, 2020in Cash Flow 0 Comments 0 Likes

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 …

by Sara Stanich
Insurance Medicare Prescriptions
February 26, 2020in Insurance 0 Comments 0 Likes

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 …

by Sara Stanich
Cash Flow Alimony, Maintenance, or Spousal Support?
February 15, 2020in Cash Flow 0 Comments 0 Likes

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 …

by Sara Stanich
Divorce How is Child Support Calculated?
January 15, 2020in Divorce 0 Comments 0 Likes

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) …

by Sara Stanich
Cash Flow So You Want to be a Landlord?
November 20, 2019in Cash Flow 0 Comments 0 Likes

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 …

by Nannette Kamien
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