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 loose financial “plan” or set of expectations, but something happens …
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 can afford it?
I think many of my clients struggle …
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 and getting the mess sorted out.
Tips to Protect Your
…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 is about the movement to raise the minimum wage …
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 a place to crash after graduating college — …
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 update their net worth monthly, …
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 it Costs
I took these prices for the 2013-2014 school …
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 are doing the right things for them and not …
Naked with Cash … at ConsumerismCommentary.com
I was recently chosen to participate in a series of posts called, “Naked with Cash” at popular blog ConsumerismCommentary.com.
Participants will “reveal” their financial details on a monthly basis. Readers and a team of Certified Financial Planner™ …
