The economic challenges we face are new. The way we approach them must be, as well.
Bone Fide Wealth equips our clients with the tools they need to approach today’s reality and succeed. We are not glorified brokers interested only in your account balances and what products we can sell you. We are your:
We help our clients identify their goals and achieve them.
We address your specific financial situation and guide you through the tough decisions.
We help improve your career or business with creative financial strategies.
We go beyond the numbers to make sure you feel confident in your decisions.
In other words, we are not your parents’ financial advisor.
With a bespoke financial plan and technology that affords you unparalleled access to our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and invest in you.
Douglas A. Boneparth, CFP®
When it comes to considering the future, many of us are only thinking about tomorrow, not 5, 10 or even 20 years in the future. This can especially be said for the younger generations. USA Today reports that Millennials are foregoing future planning until they’re married or have children. Cue the Homer Simpson, “Doh!” Making[…]
We gather here today to pay respects to the traditional workplace. It died a noble death, rout with position hierarchy, ownership of information, and allocating time and resources—only when deemed necessary. Okay, that’s a bit hyperbolic, but there has been a clear shift in the workplace. And one of the causes of that shift is due,[…]
The 2016 election is finally over and Donald Trump will be our next president. Needless to say, this has a lot of Millennials in shock and number of my clients calling to ask if everything (not just their money) will be okay. So, to them and to all of my fellow Millennials, let me say[…]
It’s that time of year again for many employees: open enrollment for group benefits. This means you have a relatively small window of time to select or change the various elections offered to you. My friends at CNBC were kind enough to invite me back to On The Money to discuss the topic. You can watch[…]
Heather loves the fall. From the leaves changing their colors to that certain crispness in the air, she can’t get enough of it. So far we’ve been to two pumpkin patches and one fall apple festival featuring a petting zoo. Hazel got to meet new furry friends. However, there was a pretty sad looking goat[…]
Welcome back. Let’s get to it by picking up right where we left off. Making an offer – “This is the one,” you say. We said it more than twice. Now that you have equipped yourself with vast amounts of research and you have a trusted agent at your side, you should be in a[…]
Oh, hello again. Look at what we did to the web site! Do you like it? Well, I decided to hire an SEO professional to make the change from SquareSpace to WordPress! I hope you find this site just as fresh as the last one. Before we begin, a big thanks to everyone that participated in[…]
Hello sunshine! Seriously, things are heating up here in the city and summer is in full swing. The upper 80s are lower 90s are becoming the new weekly norm. So grab a cold one and relax while reading this month’s blog. Speaking of keeping cool, let’s do something fun. The first 25 people to tell[…]
I thought it would never get warm in NYC, but here we are. Welcome back fellow readers and personal finance enthusiasts! There’s nothing too crazy last month and, for those of you that were concerned from the previous post, I am feeling a little less stressed out. So, thanks to those of you who’ve asked.[…]
If you checked out the latest meme package, you might have picked up on a theme that I’ve been using over the past few weeks. I’ve been thinking a lot about time. Time is the one of those things we can’t get back. Like the #HazelNut, time is precious. I don’t think I appreciated time[…]