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
Looking for a New Accountant? What to Ask Now
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
Pros and Cons of Rising Interest Rates
The Fed raised the target interest rate four times in 2018, and another one to two raises could happen this year. Rising interest rates often make the news. But are they a good
The Difference Between Marginal and Average Tax Rates
You may have heard that the income tax rate on the highest earners is now 37%. Wow, does that mean if we make $500,000 we’ll pay $185,000 in federal income tax? Well, no. The
Business and Personal: Keep ‘Em Separated
Are you running your personal and business expenses out of the same account? If so, you are not alone. I find that many freelancers, independent contractors, or entrepreneurs make the
What is Socially Responsible Investing?
Would you like to invest in companies which share your social or environmental goals? Are you concerned about indirectly supporting a industry or company you disagree with? If so, you
Smart Saving for School
If you have kids, you know that education is going to cost serious money. In fact: Daycare & Preschool can cost $1500-2500 per month. Private Primary and Secondary school in
The Benefits of Benefits
“My new company gave me this big packet of benefits information. Should I sign up for the …” Health Insurance? Company 401K? Group Life Insurance? Long Term Disability Insurance? Long
401K Options for Small Businesses
Too many small businesses skip offering a 401(k). They do this for a wide range of reasons, but more often than not fear is what’s getting in their way. Setting
