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Your Financial Garden in 5 Easy Steps
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out....
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When to Consider Paying Off Your Mortgage
With interest rates likely to increase, you may be in no hurry to pay off your mortgage. After all, you may not be able to get such a low interest rate again. But let’s assume you are making good...
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Common Sense Tips for Protecting Your Identity
Unfortunately, I have heard more than a few stories from clients affected by identity theft. The results can include financial loss, fraudulent bills, damaged credit, and the huge hassle of...
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The Equifax Hack
By now you’ve heard about the massive data breach at Equifax which include the personal information of up to 143 million people. Although we have (sadly) grown accustomed to hearing about similar data...
View ArticleWhat Divorced Parents Need to Know About Financial Aid
When advising divorced or separated parents on the college financial aid process, a number of questions come up that have answers that aren’t intuitive. In this post I will cover the most frequent...
View ArticleIs It Time to Refinance Your Mortgage? Six Points to Consider
As mortgage loan rates hover around historic lows, almost everyone seems to be asking themselves if they should refinance. And if you aren’t, you should be. Your home is usually one of your biggest...
View ArticleFive Questions About 529 Plans
Have you been considering opening a 529 college savings plan? Saving for a child’s education is also an important goal for many of my clients, and 529 Plans are often the way to go. Contributing to our...
View ArticleTips to Save Money When Buying a Car
There are two kinds of people: those who like cars and those who don’t care about them. I’m one of the former; people who are better at building wealth are usually the latter. It’s ok. It’s just...
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Graphs and Geekery
Welcome to the Year of the Tiger! Anyone else have a bit of cognitive dissonance going on? Inflation hit its highest calendar year pace since 1981, but real[1] Gross Domestic Product grew at a 6.9%...
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Interview: Questions About Bankruptcy
Bankruptcy is a topic that comes up occasionally with my clients, so I went to an expert, New York bankruptcy attorney, Bruce Weiner, with my questions. 1. How much debt does someone need to have for...
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