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Show Me The Statements

Conversations between family members about money are taboo and highly stigmatized, even today. So I always find it fascinating when people plan their financial future around the death of their parents knowing that, in all likelihood, they haven’t had a single discussion with them about their finances. Maybe they helped you with a down payment[…]

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Millennials, Money and Marie: Protecting Our Family

Life Update Time What’s new in the Weitzman household? Well, I had food poisoning which took me a week to fully recover from. When you are pregnant it can be dangerous, but I tried to keep hydrated and took it easy so that my body could recover. Baby was fine, but I think he was[…]

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How to Get Started on Estate Planning

For those Millennials (and Baby Boomers- don’t think you’re off the hook!) who own and home or have a family, estate planning is something you absolutely must do.  I see so many people avoiding it because they don’t want to have those what-if conversations with their partner or they don’t want to pay an attorney.[…]

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[…]

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[…]

Estate Planning for the Millennial

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[…]