Millennial Financial Planning – Helping Millennials with their personal finances. Certified Financial Planner for Wealth Management and Protection Planning. (212) 279-9121
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[…]
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[…]
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[…]
Life can be both expensive and unexpected. The list of basic essentials that we all need to live in the day-to-day can add up – fast! Between the cost of transit, car repairs, a rent or house payment, food, a spouse and (dare I even say it) kids – you’re looking at a pricey world[…]
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[…]