by Sara Stanich | Jan 18, 2018 | Planning, Retirement
Happy New Year everybody! Do you set annual goals or New Year’s resolutions? I do it every year and I enjoy the process of looking back on my year and dreaming about the year ahead. I’ve always been pretty goal-oriented, and I try to be very intentional about setting...
by Sara Stanich | Jan 3, 2018 | General, Planning, Saving, Taxes
It’s a New Year, and many of us are still in goal-setting mode. While some years are more successful than others, I still love the process of setting goals and the feeling of achievement when I reach them. I find that many of us find it very difficult to set financial...
by Sara Stanich | Aug 9, 2016 | Estate Planning, Kids, Planning
By Shannon P. McNulty, Esq. If you have young children, protecting them from dangerous situations is at the top of your list of priorities. You child-proof your home – putting locks on cabinets and drawers, installing guards on windows, and securing furniture to the...
by Sara Stanich | Aug 2, 2016 | Planning, Real Estate
“Should I buy a weekend place *outside* the city?” is a question I get all the time. Many couples (and singletons!) find that buying in Manhattan or Brooklyn is financially out of reach, but a place in the Catskills, the Jersey Shore, or the North Fork is...
by Sara Stanich | Dec 22, 2015 | Planning
At this time of year, many of us are thinking about New Year’s Resolutions and financial goals for next year. I know I’m not the only one … It can be tough to think about the long term. After all, a lot can happen! I know my life is very different that it was 10,...
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...
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