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Cash Flow How We Saved $50,000 Per Year
October 31, 2018in Cash Flow 5 Comments 0 Likes

How We Saved $50,000 Per Year

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 …

by Sara Stanich
Kids Saving for College
October 15, 2018in Kids 1 Comments 0 Likes

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 …

by Sara Stanich
Cash Flow Your Financial Garden in 5 Easy Steps
October 8, 2018in Cash Flow 1 Comments 0 Likes

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

…

by Sara Stanich
Planning Retirement Saving for the Self-Employed
October 3, 2018in Planning 0 Comments 0 Likes

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 …

by Sara Stanich
Kids Thinking Ahead When it Comes to Your Child’s Education
September 26, 2018in Kids 0 Comments 0 Likes

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 …

by Sara Stanich
Kids Crunch Time is Over! What to Do With Extra Money When Pre-K Begins
September 19, 2018in Kids 0 Comments 0 Likes

Crunch Time is Over! What to Do With Extra Money When Pre-K Begins

The average spending on daycare for infants and toddlers in New York City is $1800 per month (Source: NYU). In King’s County, it can cost upward of $350/week to enroll your baby (less than 3 years old) in full …

by Sara Stanich
Taxes The Time for Tax Planning Is Now
August 21, 2018in Taxes 0 Comments 0 Likes

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 …

by Sara Stanich
Kids How to Get Paid Parental Leave if You’re Self-Employed
August 14, 2018in Kids 0 Comments 0 Likes

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 …

by Liz Sylvan
Estate Planning What Happens Financially When You Die
August 1, 2018in Estate Planning 0 Comments 0 Likes

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 …

by Sara Stanich
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