by Liz Sylvan | Nov 6, 2019 | Investing, Retirement, Saving
If you’re like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) if you work for a typical...
by Sara Stanich | Jul 11, 2019 | Cash Flow, Kids, Planning, Real Estate, Retirement, Saving, Taxes
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 other state. Why did they...
by Sara Stanich | Dec 10, 2018 | Kids, Planning, Saving
If you have kids, you know that education is going to cost serious money. In fact: Daycare & Preschool can cost $1500-2500 per month. Private Primary and Secondary school in New York City can cost almost $40,000 per year. College expenses have increased at...
by Sara Stanich | Dec 4, 2018 | Insurance, Planning, Retirement, Saving, Taxes
“My new company gave me this big packet of benefits information. Should I sign up for the …” Health Insurance? Company 401K? Group Life Insurance? Long Term Disability Insurance? Long Term Care Insurance? Transit Checks? Flexible Spending or...
by Sara Stanich | Oct 8, 2018 | Cash Flow, Debt, Garden, Insurance, Investing, Planning, Saving
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out. Maybe I’ve been spending too much time in mine, but I think...
by Sara Stanich | Jan 3, 2018 | General, Planning, Saving, Taxes
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 the feeling of achievement when I reach them. I find that many of us find it very difficult to set financial...
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