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Cash Flow January 21, 2021 Economic and Market Update Webinar
January 22, 2021in Cash Flow 0 Comments 0 Likes

January 21, 2021 Economic and Market Update Webinar

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 …

by Caroline Gaddi
Cash Flow Last Minute Money Moves for 2020
December 20, 2020in Cash Flow 0 Comments 0 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” recovery. This means that the economy has gone in very …

by Sara Stanich
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 to build real wealth. Changing jobs or getting promoted is …

by Nannette Kamien
Cash Flow Help Is on the Way – Understanding the CARES Act
March 29, 2020in Cash Flow 0 Comments 0 Likes

Help Is on the Way – Understanding the CARES Act

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 …

by Sara Stanich
Investing 6 Common 401(k) Myths, Debunked
November 6, 2019in Investing 0 Comments 0 Likes

6 Common 401(k) Myths, Debunked

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) …

by Liz Sylvan
Cash Flow Taxi Leaving
July 11, 2019in Cash Flow 0 Comments 0 Likes

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 …

by Sara Stanich
Kids Saving for education
December 10, 2018in Kids 2 Comments 0 Likes

Smart Saving for School

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
…

by Sara Stanich
Insurance Workplace Benefits
December 4, 2018in Insurance 7 Comments 0 Likes

The Benefits of Benefits

“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 Dependent Care
…

by Sara Stanich
Cash Flow Your Financial Garden in 5 Easy Steps
October 8, 2018in Cash Flow 1 Comments 0 Likes

Your Financial Garden in 5 Easy Steps

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

…

by Sara Stanich
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