By now you’ve heard about the massive data breach at Equifax which include the personal information of up to 143 million people. Although we have (sadly) grown accustomed to hearing
Is it Time to Update Your Financial Plan?
For many of my clients, a life event or transition forces them to seek out the advice of a financial planner for the first time. You might have had a
Pay for Convenience or Do it Yourself?
When is it worth it to pay for convenience? Do you ever feel guilty about paying for something you know you could do yourself? How do you know if you
Common Sense Tips for Protecting Your Identity
Unfortunately, I have heard several stories from clients affected by identity theft. The results can include financial loss, fraudulent bills, damaged credit, and the huge hassle of contacting financial institutions
CBS Sunday Morning – Battle for a Living Wage
I was a part of this recent piece with Erin Moriarty on CBS Sunday Morning, “Battle for a Living Wage.” (You can catch me around the 5:45 mark). The piece
Saving Clients from Financially Needly Loved Ones
When a client planning a move to a Manhattan co-op apartment asked advisor Sara Stanich if she should buy a two-bedroom rather than a one-bedroom — just in case her son needed
Naked With Cash – Mid Year Update
As I mentioned here, I am participating in a series of posts called, “Naked with Cash” at a popular blog called ConsumerismCommentary.com. It’s been really interesting. Participants in the series
Can You Afford Private School?
We all want the best for our kids. And New York City offers some pretty amazing private schools. But is private school a good financial decision for your family? What
Financial Planning Checklist for New Parents
This article appeared first at local parenting blog A Child Grows in Brooklyn. New parents are busy. When it comes to financial planning, they just want to make sure they
