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 …
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
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The Reality of Closing Costs in New York City
This year, I’ve helped more clients strategize around real estate than ever before. While some have decided to sell their homes, more have decided to take advantage of ultra-low mortgage rates and take the plunge into the real estate market …
Is It Time to Refinance Your Mortgage? Six Points to Consider
As mortgage loan rates hover around historic lows, almost everyone seems to be asking themselves if they should refinance. And if you aren’t, you should be. Your home is usually one of your biggest expenses and the source of a …
So You Want to be a Landlord?
Ask around to any of your friends and someone is always talking about becoming a landlord. It’s also a topic that comes up with a lot of clients in our financial planning practice. Some are unwilling landlords because they can’t …
Is it time to leave NYC?
When is the last time you asked yourself this question?
If you often ask yourself this question, you aren’t the only one. In fact, according to the US Census, New York lost approximately 180,000 residents last year, more than any …
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 out of reach, but a place in the Catskills, the …
The Tax Benefits of Owning a Home
This is the seventh post in my “Taxes for Your Family” series.
There is a lot of confusion about the tax benefits of owning a home. But what are they?
Itemize Deductions
There are several deductions available to …
Are Vacation Homes Good Investments?
Guest Post By Diana Fishlock
A great vacation often sparks dreams of owning a getaway home. It seems perfect after that beautiful week near the ocean or the mountains with no responsibilities. It may also seem like a retirement option …
