by Nannette Kamien | Nov 13, 2019 | Estate Planning, Planning, Retirement
One of the most difficult times in our lives are when we finally start to notice our parents are aging. Maybe you don’t see them as much as you used to, and when you do, they aren’t as sharp, or physically active. Maybe you do see them often and the...
by Nannette Kamien | Oct 30, 2019 | Debt, Education, Kids, Planning
When advising divorced or separated parents on the college financial aid process, a number of questions come up that have answers that aren’t intuitive. In this post I will cover the most frequent situations I encounter. I will also include tips to help you use...
by Sara Stanich | Oct 23, 2019 | Planning, Retirement
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...
by Nannette Kamien | Oct 15, 2019 | Cash Flow, General, Investing, Planning, Retirement
Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). Money...
by Sara Stanich | Jul 11, 2019 | Cash Flow, Kids, Planning, Real Estate, Retirement, Saving, Taxes
When is the last time you asked yourself this question? If you often ask yourself this question, you aren’t the only one. In fact, according to the US Census, New York lost approximately 180,000 residents last year, more than any other state. Why did they...
by Sara Stanich | May 15, 2019 | Cash Flow, Kids, Planning
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...
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