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.
- A detailed roadmap to your financial life
- Complete context to your financial decisions
- Quarterly client service meetings
- Disciplined and diversified strategies tailored to your specific goals
- Passive and low cost approach with a transparent fee structure
- Protect what matters most
- Life, health and disability insurance
- Retain and motivate your talent
- Leverage tax strategies for your business
Douglas A. Boneparth, CFP®
For many Millennials, having a baby is the next big life step, however we are waiting longer to have kids then prior generations. Why? One reason is because we want to be more financially secure. We are doing more planning in advance and understand that we have existing financial challenges to manage. Raising children is[…]
Then comes baby in an $899 baby carriage. Yes, if you want to be strolling around town in the UPPAbaby Vista then that’s what it will cost, and that’s before the snack tray and cup holder. Having a baby is expensive any way you look at it. In areas major metropolitan areas like New York[…]
You are crushing it in your career and have found love! Mazel Tov! You and your partner have decided to make it official and tie the knot. Now what? I’m not going to give you any wedding planning tips because Heather ran that show. However, I can share some advice on financial planning topics to address[…]
First comes love…or does it? A lot of Millennials I know actually are putting career before love. I get it. Especially in a city like New York, I find so many Millennials that are incredibly driven and focused on crushing it in the business world. The entrepreneur mentality means that we become enveloped in our[…]
Target-date funds is a phrase you may come across when looking at investment options in a 401(k), 403(b) or other type of defined contribution retirement plan. The media loves to talk about them as well. In fact, according to Morningstar, there is over $750 billion invested in target-date funds. But do you know what a[…]
Let me share a story with you. Tom and Jane are a Millennial couple who just got married and are looking buy their first house. The have saved up some money but have student loan debt. Unfortunately, Tom just lost his job leaving them with only Jane’s income to pay the bills and the loans. […]
I know this question isn’t probably top of mind for Millennials. Do you even know what “financial independence” means or looks like for you? Let me give you an idea. Financial independence is the new term for retirement because for many of us, it doesn’t mean playing bridge or golfing every day in sunny Florida.[…]
Are you getting a tax refund this year? The answer is probably yes because the IRS says that most taxpayers do get money back each year. Sadly, that is not the answer financial advisors like myself want to hear. Why? Because that means you just loaned the government money interest-free. The federal government had your[…]
I have a question for you Millennials: Did your parents talk to you about personal finance growing up? Have they talked to you recently about their financial plans for the future? The answer is probably not. However now is the time to have that conversation because an estimated $30 trillion in assets will pass down[…]
Most of us have never had any formal education about taxes. Not in high school, college or even graduate school programs. Tax season comes every year so maybe we should be more prepared. The first thing you may wonder is, what are all these documents I am receiving in the mail? As I am always[…]