Wouldn’t it be great to have an extra day each week to run errands, spend time with your family, or just relax? But can you afford it? As a mom,
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
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
The Equifax Hack
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
