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Planning

Planning Retirement Saving for the Self-Employed
October 3, 2018in Planning 0 Comments 0 Likes

Retirement Saving for the Self-Employed

Being your own boss has a lot of perks. Unfortunately, having a workplace retirement plan and an 401(k) match isn’t one of them.  Even if you’re running the business of

by Sara Stanich
Kids How to Get Paid Parental Leave if You’re Self-Employed
August 14, 2018in Kids 0 Comments 0 Likes

How to Get Paid Parental Leave if You’re Self-Employed

In 2018, the State of New York became the 4th state in the nation to offer paid family leave for residents. This means that workers who have a new child

by Liz Sylvan
Planning My 2018 Goals
January 18, 2018in Planning 0 Comments 0 Likes

My 2018 Goals

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

by Sara Stanich
General Five Easy Financial Resolutions
January 3, 2018in General 0 Comments 0 Likes

Five Easy Financial Resolutions

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

by Sara Stanich
Estate Planning Five Estate Planning Documents Every Parent Should Have
August 9, 2016in Estate Planning 0 Comments 0 Likes

Five Estate Planning Documents Every Parent Should Have

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

by Guest Contributor
Planning Looking for a Weekend Home? Ask These Questions First
August 2, 2016in Planning 0 Comments 0 Likes

Looking for a Weekend Home? Ask These Questions First

“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

by Sara Stanich
Planning Where Will You Be in January 2021?
December 22, 2015in Planning 0 Comments 0 Likes

Where Will You Be in January 2021?

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

by Sara Stanich
February 20, 2015in Cash Flow 0 Comments 0 Likes

Is it Time to Update Your Financial Plan?

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

by Sara Stanich
February 19, 2015in General 0 Comments 0 Likes

It’s Good to Be Back!

This is the first post on the blog since last August, but I’ve been busy … meet our twins, Sandy and Will! William and Sandra Stanich were born in November

by Sara Stanich
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