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Cash Flow Down to a Single Income? 3 Tips to Make it a Detour, not a Setback
November 6, 2020in Cash Flow 0 Comments 1 Likes

Down to a Single Income? 3 Tips to Make it a Detour, not a Setback

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

by Nannette Kamien
Real Estate The Reality of Closing Costs in New York City
October 30, 2020in Real Estate 0 Comments 0 Likes

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

by Liz Sylvan
Investing Economic and Market Update Webinar
October 12, 2020in Investing 0 Comments 0 Likes

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

by Sara Stanich
General Why I Became a Financial Advisor
September 4, 2020in General 0 Comments 0 Likes

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,

by Suzanne Highet
Insurance How to Choose Your New Health Insurance Plan at Work
August 14, 2020in Insurance 0 Comments 0 Likes

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

by Nannette Kamien
Planning Executive Benefits You Can Ask for in Your Next Job
July 16, 2020in Planning 0 Comments 0 Likes

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

by Nannette Kamien
Education Three Steps to Making Smarter College Money Decisions
June 19, 2020in Education 0 Comments 1 Likes

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

by Nannette Kamien
Kids We’re Not Ready, But It’s Happening Anyway
May 23, 2020in Kids 0 Comments 0 Likes

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

by Sara Stanich
Cash Flow Quarantine Finance Webinar – What To Do Now
April 29, 2020in Cash Flow 0 Comments 0 Likes

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

by Sara Stanich
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