“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
I learned a lot from my experience with the fertility “industry” and enough time has passed that it is no longer such a sensitive topic for me. This also means
What is Risk Tolerance?
Risk Tolerance The first time I placed a $10,000,000 bond trade, I was understandably nervous. I told my mom about it afterwards because it went well and I was proud
Quarterly Market Update Webinar
With the first quarter of 2021 behind us, the global economy is seeing both healing and ongoing trouble. Markets continue to be optimistic, and policy makers face once in a
