When our kids are young, it’s easy to get wrapped up in the day-to-day. Parenting is hard, and it’s tough to look much farther ahead than next Friday when you’re in the weeds with middle school math homework, preschool drop …
Crunch Time is Over! What to Do With Extra Money When Pre-K Begins
The Time for Tax Planning Is Now
If you are like most Americans, you think about your taxes annually – when you visit your accountant at tax time (or load up TurboTax in early April), but basically, avoid thinking about them the rest of the year. For …
How to Get Paid Parental Leave if You’re Self-Employed
In 2018, the State of New York became the 4th state in the nation to offer paid family leave for residents. This means that workers who have a new child or need to take time off from work to provide …
What Happens (Financially) When You Die?
“What will happen to my account(s) when I die?”
It’s an honest question, that many want to know but may feel funny about asking.
Like many financial advisors (or most of a certain age), I’ve had clients who have passed …
Meeting with Brooklyn Borough President Eric Adams – We Need a Middle School
As I’ve shared before, my husband and I have been very happy with our decision to send our oldest son to elementary school at Success Academy, a charter school. Since kindergarten, our son has been academically and socially engaged, he’s …
Introducing Liz Sylvan!
I am thrilled to announce the addition of a new financial planner to our team — Liz Sylvan!
As a Financial Planner affiliated with The Stanich Group, Liz will manage client relationships and contribute to the overall growth of the …
Financial Planning and the New Tax Plan
Right now, you may be in the throes of gathering your tax documents for 2017 and preparing for the annual ritual of filing online or with your accountant. But it’s worth noting that substantial changes are on the horizon for …
My 2018 Goals
Happy New Year everybody!
Do you set annual goals or New Year’s resolutions? I do it every year and I enjoy the process of looking back on my year and dreaming about the year ahead.
I’ve always been pretty goal-oriented, …
