Retirement, social security and estate planning.
Overwhelmed with your finances but don’t even know where to start with getting them in order? You have a few options: bury your head in the sand, subscribe to personal finance blogs and podcasts to learn from others, or hire … Read More
Have you checked out the latest prices at the grocery store and the gas pump? Understanding inflation and its effects on our household and investment portfolio are crucial. We almost always have some inflation, meaning wages and prices increase which … Read More
“Do not save what is left after spending; instead, spend what is left after saving.” Warren Buffett Financial literacy is the ability and knowledge to make informed and effective financial decisions. It is a challenge for many people to manage … Read More
Have You Considered Self-Employment? It is getting easier to start your own business given rapid technological advances, increased ability to buy your health insurance, ability to outsource your needs, growth in the sharing economy, and innovative financing choices. There are … Read More
How to save money on a tight budget? It may seem impossible for the 54% of Americans who live paycheck-to-paycheck or the nearly 40% of people earning $100,000 per year who are also similarly strained. There is no shame in … Read More
Everything goes better when there is a thoughtful plan in place. Whether single, married, and with children, you should build a financial plan that best fits your lifestyle now and in the future. Everyone needs a financial plan to help … Read More
I grew up in a racially diverse Bronx neighborhood. It wasn’t until I worked on Wall Street as a financial professional that I encountered people with homogenous backgrounds. Specifically, my colleagues were primarily white people who appeared to be far … Read More
Financial independence is essential for everyone. Women have lagged in gaining autonomy, being more reliant on their spouses for money than is healthy. They have made significant progress in the workplace, and their financial clout is rising. Yet, to fully … Read More
Your equity compensation plan may be the best part of your benefits package. Getting a competitive salary is important, but prospective employees should look at their employer’s benefits package as part of their compensation. Equity compensation plans, if provided, are … Read More
“Do not save what is left after spending, but spend what is left after saving.” Warren Buffett Warren Buffett’s quotes are timeless, reflecting his wisdom. His words on saving and investments are inspiring. Saving money is the cornerstone of a … Read More
Originally published on July 2, 2019, updated on June 30, 2021. The Fourth of July is approaching, with images of fireworks, hot dogs, hamburgers, and apple pie. It is a favorite time in our household, sans the apple pie as … Read More