2008-2012 were some tough years across the board. Many people I knew had to downsize, change careers, or experienced wild income fluctuations. The truth is – my family and I went through the same thing. And, honestly, the lessons we …
Adopting? Feel Financially Prepared in Four Steps
Are you thinking about adopting a child? That’s wonderful!
Parents thinking about adoption may be very anxious about the financial aspects of the process. I’d like to take some of the mystery out of it, so parents don’t unnecessarily delay …
Your Financial Garden in 5 Easy Steps
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out.
Maybe I’ve been spending too much time
Retirement Saving for the Self-Employed
Being your own boss has a lot of perks. Unfortunately, having a workplace retirement plan and an 401(k) match isn’t one of them. Even if you’re running the business of your dreams and never planning to fully retire, everyone wants …
Thinking Ahead When it Comes to Your Child’s Education
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 …
