2020 has brought more than its fair share of challenges. For many dual-income couples, you’ve spent the year balancing careers, working from home, figuring out childcare and distance learning, and
The Reality of Closing Costs in New York City
This year, I’ve helped more clients strategize around real estate than ever before. While some have decided to sell their homes, more have decided to take advantage of ultra-low mortgage
Economic and Market Update Webinar
We all know it’s been an unprecedented year, but how have the economy and markets been affected in 2020? Please join us for a special webinar to discuss what has
Why I Became a Financial Advisor
While getting a master’s degree in Economics, I realized I wanted a more applied career than becoming a Ph.D. and a professor. Finance is the intersection of Economics and Psychology,
How to Choose Your New Health Insurance Plan at Work
It seems like every year health insurance gets more expensive, and more complicated. During the last 10 years, many employers have shifted to offering health plans that put more onus
Executive Benefits You Can Ask for in Your Next Job
Congratulations! Are you being considered for a promotion in your current company or being offered a new job? This is an exciting time. It is time to leverage this opportunity
Three Steps to Making Smarter College Money Decisions
Why Making Smart College Money Choices Is More Complicated Now – And 3 Steps to Help Colleges and universities abruptly closed this spring and sent students home. The impact of
We’re Not Ready, But It’s Happening Anyway
We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities
Quarantine Finance Webinar – What To Do Now
UPDATE – VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the
