by Sara Stanich | Jan 10, 2018 | Investing, Taxes
2017 was a strong year for the markets around the globe. Here is a brief review of performance and key themes for the year. Equities Domestic Stocks: Improving economic performance and the signing of the Tax Cuts and Jobs Act of 2017, aided US stock...
by Sara Stanich | Feb 20, 2015 | Cash Flow, General, Insurance, Investing, Kids, Planning
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 to turn that plan upside down. Some of those...
by Sara Stanich | Feb 5, 2014 | Investing, Real Estate
Guest Post By Diana Fishlock A great vacation often sparks dreams of owning a getaway home. It seems perfect after that beautiful week near the ocean or the mountains with no responsibilities. It may also seem like a retirement option or a good investment of time and...
by Sara Stanich | Feb 28, 2013 | Investing, Planning, Real Estate
The process of buying a home in the city is daunting, to say the least. Beyond the financial aspects, you may need to prepare for the dreaded co-op board interview. I bought and sold a co-op years ago, but was also turned down once by a co-op board back in the day. ...
by Sara Stanich | Nov 12, 2012 | Investing, Real Estate
Condominiums are everywhere, but apartment “co-operatives” are mainly an NYC thing. These two forms of ownership appear similar, but there are important differences between them that can affect the price of the unit, the process of buying and selling, and even your...
by Sara Stanich | Oct 3, 2012 | Cash Flow, General, Investing, Planning, Press, Retirement, Saving
I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com. The topic of our discussion was “building financial confidence”. Karen made the point – which I often find to be true –...
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