by Sara Stanich | May 23, 2020 | Kids, Planning
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 kids and a dog, I knew we would use it. Summer is just around the corner,...
by Guest Contributor | Apr 22, 2020 | Estate Planning, Planning
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 that are arising during this pandemic which may be...
by Liz Sylvan | Apr 16, 2020 | Cash Flow, Planning
If you’ve had a loss of income due to the COVID-19 shutdown, you may be wondering how to protect yourself financially. We look at people’s cash flow every day, so we have a pretty good idea of how people choose to spend. In difficult times, we recommend a triage...
by Sara Stanich | Mar 29, 2020 | Cash Flow, Planning, Retirement, Saving, Small Business, Taxes
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs, cancelled projects and closed businesses. It’s amazing how fast things are changing...
by Sara Stanich | Mar 23, 2020 | Cash Flow, Kids, Planning
Like almost everyone else, our family is staying home right now and physically staying away from really anyone else outside the family. I feel incredibly blessed that we moved out of the city to the place where we want to spend our days last summer, and to a new house...
by Sara Stanich | Feb 26, 2020 | Insurance, Planning, Retirement
If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your health insurance. But what will a switch to Medicare mean for your budget? We don’t sell...
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