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, …
Market Update: 2017 Year in Review
2017 was a strong year for the markets around the globe. Here is a brief review of performance and key themes for the year.
Equities
- Domestic Stocks:
Improving economic performance and the signing of the Tax Cuts and Jobs …
Five Easy Financial Resolutions
It’s a New Year, and many of us are still in goal-setting mode. While some years are more successful than others, I still love the process of setting goals and the feeling of achievement when I reach them.
I find …
The Equifax Hack
By now you’ve heard about the massive data breach at Equifax which include the personal information of up to 143 million people. Although we have (sadly) grown accustomed to hearing about similar data breaches, like the ones at Target, Anthem, …
Five Estate Planning Documents Every Parent Should Have
By Shannon P. McNulty, Esq.
If you have young children, protecting them from dangerous situations is at the top of your list of priorities. You child-proof your home – putting locks on cabinets and drawers, installing guards on windows, and …
Looking for a Weekend Home? Ask These Questions First
“Should I buy a weekend place *outside* the city?” is a question I get all the time.
Many couples (and singletons!) find that buying in Manhattan or Brooklyn is financially out of reach, but a place in the Catskills, the …
Your Taxes and Foreign Financial Assets
By Mark A. Josephson, Esq., CPA, CFP, CFE, CGMA
(Note from Sara: New York is an international city and several people have asked what they are supposed to be doing with accounts they have either left behind overseas or inherited. …
