by Sara Stanich | Mar 23, 2020 | Cash Flow, Kids, Planning
Like almost everyone else, our family is staying home right now and physically staying away from really anyone else outside the family. I feel incredibly blessed that we moved out of the city to the place where we want to spend our days last summer, and to a new house...
by Nannette Kamien | Nov 20, 2019 | Cash Flow, Real Estate, Retirement
Ask around to any of your friends and someone is always talking about becoming a landlord. It’s also a topic that comes up with a lot of clients in our financial planning practice. Some are unwilling landlords because they can’t yet sell a property they bought...
by Nannette Kamien | Oct 15, 2019 | Cash Flow, General, Investing, Planning, Retirement
Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). Money...
by Sara Stanich | Jul 11, 2019 | Cash Flow, Kids, Planning, Real Estate, Retirement, Saving, Taxes
When is the last time you asked yourself this question? If you often ask yourself this question, you aren’t the only one. In fact, according to the US Census, New York lost approximately 180,000 residents last year, more than any other state. Why did they...
by Sara Stanich | May 15, 2019 | Cash Flow, Kids, Planning
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 can make “the school decision” especially daunting. Many of our clients are considering...
by Sara Stanich | Dec 26, 2018 | Cash Flow, Planning
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 same financial mistake. Here are some of the benefits of separating your business...
Recent Comments