The Trip of a Lifetime

The Trip of a Lifetime

As financial planners, we spend a lot of time talking about your vision for retirement. What would you do if you weren’t working? How will you spend your time? More often than not, the answer includes a dream trip or some amount of travel. We love hearing about travel...
Can You Afford Private School?

Can You Afford Private School?

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...