If you are getting married, it's time to do some basic goal setting and financial planning. Don't forget about estate planning!

Then Comes Marriage

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[…]

Want to get ahead in your career? Learn how to make the most of a mentor and how to be financially prepared for a partnership promotion.

First Comes Love…or Career

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[…]

If you need last minute cash, don't tap your 401(k). Have a cash reserve and plan ahead.

Need Cash? Don’t Tap That 401(k)!

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. […]

That tax refund isn't what you think it is. Learn why letting Uncle Sam hold your money may not be the best idea.

We Take the Fun Out of Tax Refund

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[…]

Estate Planning is essential for the wealth transfer from Baby Boomers to Millennials.

Estate Planning Conversations for Millennials and Boomers

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[…]

Advisors embrace elimination of Obamacare taxes question GOP replacement plan

Best Investment Advice: Don’t Panic!

Remember the stock market crash of 2008? My bad for bringing up ugly memories, but, hey, it hit us all pretty hard. For many, the first thought was “Sell! Sell! Sell!” however if you had a good (and sane) financial advisor they probably told you this: Don’t panic! Our financial climate is constantly changing, and[…]

Financially Empowering Millennials

Financially Empowering Millennials in the New Year

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[…]

Family House. Millennials first home.

The Cost of a Nuclear Family + House

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[…]