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Planning

Cash Flow Tips to Save Money When Buying a Car
May 20, 2021in Cash Flow 0 Comments 2 Likes

Tips to Save Money When Buying a Car

There are two kinds of people: those who like cars and those who don’t care about them. I’m one of the former; people who are better at building wealth are

by Nannette Kamien
Debt Five Questions About 529 Plans
May 14, 2021in Debt 12 Comments 0 Likes

Five Questions About 529 Plans

Have you been considering opening a 529 college savings plan? Saving for a child’s education is also an important goal for many of my clients, and 529 Plans are often

by Sara Stanich
Economy Monthly Economic Update
May 13, 2021in Economy 0 Comments 0 Likes

Monthly Economic Update

I’m excited to go meet my friends’ new baby this month. She will be almost three months old, so hopefully she will still have that great baby head smell. Her

by Suzanne Highet
Kids What to Do When Starting a Family Doesn’t Come Easily
May 2, 2021in Kids 0 Comments 2 Likes

What to Do When Starting a Family Doesn’t Come Easily

I learned a lot from my experience with the fertility “industry” and enough time has passed that it is no longer such a sensitive topic for me. This also means

by Sara Stanich
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”

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

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

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

by Nannette Kamien
Education Three Steps to Making Smarter College Money Decisions
June 19, 2020in Education 0 Comments 1 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

by Nannette Kamien
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