Mastering cash flow is no easy task, but if you put in the work, the outcome will be worth it.

Back to Basics Part 1: Mastering Cash Flow

In the next two blog posts, I want to go back to the basics of financial planning because even the most seasoned pros need a refresher every now and then.  Let’s start with mastering cash flow.  Despite being a generation that goes out more often and makes more purchases, Millennials are still spending less on[…]

Having a baby is expensive. Make a budget and stick to your plan.

Then Comes Baby

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[…]

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[…]