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®
I hear someone is expecting a baby! That’s just the best news, isn’t it? There’s nothing quite like being a parent and all the fear, stress, joy and excitement it brings. Believe it or not, I’m not just NYC’s Financial Advisor for Millennials, I’m a parent, too. If you’ve got multiple kids, you’re likely already[…]
Have you ever wondered, “how can I avoid these pesky ATM fees?” Some people would probably tell you pondering the meaning of life would be less taxing than trying to figure out how to avoid ATM fees. In fact, Americans are inadvertently helping banks make a small fortune in just ATM fees alone. In 2016,[…]
As we enter week three of the new year (I know, crazy!), I need to ask you a really tough, and personal question. How long have you been using the same credit card? Take a moment and think hard about it, I’ll wait. While you contemplate, let me drop some knowledge. A new survey found[…]
Remember that teasing tune we all used to sing on the playground: “First comes love, then comes marriage, then comes crippling debt!” Is that not how it goes? Maybe I learned the alternate version of the song. I think what was missing between the marriage and the crippling debt parts was a financial conversation between[…]
Before I talk about Financially Empowering Millennials, Happy New Year, everyone! 2016 was kind of a weird, right? We lost some great musical and acting talent. But, hey, at least 2016 didn’t claim Betty White! All jokes aside, this year, I want you to truly feel empowered about your finances. It’s not enough to want[…]
You might remember my article on DailyNews.com “Revisiting Tips for a Financially Empowered New Year,” where I told you I wasn’t the biggest fan of resolutions. Oh, yeah, and I let you call me a New Year’s party pooper? That’s still a true statement (not the party pooper part), but I’m never opposed to you[…]
Are you a tentative saver? Do you even know what that means? According to the CFP Board, a tentative saver is someone who sets aside money regularly but doesn’t feel as though he or she is saving enough. In fact, 71% of these people believe they’re behind in meeting their own retirement goals. And 62%[…]
Time to show my younger Millennials some love. I am talking to you my college freshman and sophomores. If you’re like most of my high achieving clients, you made it through high school unscathed. You graduated with good grades (or honors), and did everything “right”: student council, volunteering outside of school or joining every club[…]
I don’t have to tell you that life is expensive and unexpected. What with gas to drive to and from work (barring your car is still in good condition), rent/house payments (hopefully not at the same time), food (because that’s kind of important), the list of basic costs to live can add up—fast! Throw into[…]
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[…]