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Divorce February 25, 2021 Harsh Financial Truths Webinar
March 5, 2021in Divorce 0 Comments 0 Likes

February 25, 2021 Harsh Financial Truths Webinar

Sara led us through our Harsh Financial Truths About Divorce webinar. Helping clients make informed decisions is part of our mission. We are firm believers that a realistic approach to the process can prevent mistakes, save money, and most importantly, …

by Caroline Gaddi
Cash Flow January 21, 2021 Economic and Market Update Webinar
January 22, 2021in Cash Flow 0 Comments 1 Likes

January 21, 2021 Economic and Market Update Webinar

January offers us an opportunity to reflect on the year past and consider where we find ourselves in the present. Thanks to 2020, many of us are better prepared to truly believe that anything can happen, and understand the potential …

by Caroline Gaddi
Cash Flow Last Minute Money Moves for 2020
December 20, 2020in Cash Flow 0 Comments 1 Likes

Last Minute Money Moves for 2020

Congratulations, you survived 2020!

There are only a few weeks left in the year, but still enough time for a few money moves.

Many economic commentaries have noted a “K-Shaped” recovery. This means that the economy has gone in very …

by Sara Stanich
Cash Flow Thoughts on Leaving NYC …
November 25, 2020in Cash Flow 0 Comments 0 Likes

Thoughts on Leaving NYC …

After nearly 25 years, 2 degrees from NYU, 13 apartments, 2 boroughs, 5 neighborhoods, 2 cats, 1 husband, three kids and one dog, we packed up and left my favorite apartment (a four-bedroom! In Brooklyn Heights!) in Summer 2019.

Why

…

by Sara Stanich
Cash Flow Down to a Single Income? 3 Tips to Make it a Detour, not a Setback
November 6, 2020in Cash Flow 0 Comments 1 Likes

Down to a Single Income? 3 Tips to Make it a Detour, not a Setback

2020 has brought more than its fair share of challenges. For many dual-income couples, you’ve spent the year balancing careers, working from home, figuring out childcare and distance learning, and trying to keep it all together.

As the pandemic rages …

by Nannette Kamien
Planning Executive Benefits You Can Ask for in Your Next Job
July 16, 2020in Planning 0 Comments 0 Likes

Executive Benefits You Can Ask for in Your Next Job

Congratulations! Are you being considered for a promotion in your current company or being offered a new job? This is an exciting time. It is time to leverage this opportunity to build real wealth. Changing jobs or getting promoted is …

by Nannette Kamien
Education Three Steps to Making Smarter College Money Decisions
June 19, 2020in Education 0 Comments 0 Likes

Three Steps to Making Smarter College Money Decisions

Why Making Smart College Money Choices Is More Complicated Now – And 3 Steps to Help

Colleges and universities abruptly closed this spring and sent students home. The impact of the coronavirus threw college life and new student admissions into …

by Nannette Kamien
Kids We’re Not Ready, But It’s Happening Anyway
May 23, 2020in Kids 0 Comments 0 Likes

We’re Not Ready, But It’s Happening Anyway

We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three …

by Sara Stanich
Estate Planning Estate Planning in the Face of COVID-19
April 22, 2020in Estate Planning 0 Comments 0 Likes

Estate Planning in the Face of COVID-19

Guest Post by Shannon P. McNulty, Esq. 

As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues …

by Guest Contributor
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