Where Will You Be in January 2021?

At this time of year, many of us are thinking about New Year’s Resolutions and goals for next year.  I know I’m not the only one … It can be tough to think about the long term.  After all, a lot can happen!  I know my life is very different that it was 10, 20 […]

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adirondack chair project

Fun Summer Project

Summer is here! Montauk has been packed, the weather gorgeous and the garden looks great. We’ve eaten spinach, carrots, onions, garlic, cucumbers, green beans, beets, zucchini and of course tomatoes. Just wanted to share my latest project – Adirondack chairs for the porch! This crazy kid helped me paint the pieces:         […]

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What Happens if You Don’t Get Health Insurance?

Health insurance is easier to get these days, and more Americans are covered now thanks to the Affordable Care Act, known to many as “Obamacare”. But you do have to actually go to the exchange website and sign up, and I know there will be people, such as small business owners, job changers or recent […]

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financial planning

Is it Time to Update Your Financial Plan?

For many of my clients, a life event or transition forces them to seek out the advice of a financial planner for the first time. You might have had a loose financial “plan” or set of expectations, but something happens to turn that plan upside down. Some of those events are happy ones: a new […]

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It’s Good to Be Back!

This is the first post on the blog since last August, but I’ve been busy … meet our twins, Sandy and Will! William and Sandra Stanich were born in November 2014. Aren’t they the cutest? While a part of me just wants to stay home and snuggle them, I am glad to be back in […]

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End of Summer Garden Post

School has started and summer is pretty much over. And I haven’t written anything about the garden since April! Basically, we didn’t spend nearly as much time out there this year, and it showed. Luckily for us, we had done some prep in early Spring, and were able to coast a bit. We had a […]

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Pay for Convenience or Do it Yourself?

When is it worth it to pay for convenience? Do you ever feel guilty about paying for something you know you could do yourself? How do you know if you can afford it? I think many of my clients struggle with this, and my family does too. What Does it Cost? Here are some of […]

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Guess the secret's out

Happy News

Well, it’s been pretty quiet around this blog lately.  I guess I’ve been busy “cultivating” something else … life! That’s right, we’re expecting in the Fall.  And actually, that’s not all … we’re expecting twins! While of course we are over the moon with excitement, it’s also a great time for financial planning.  So more […]

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April Garden Report: Spring Came Late this Year

Unfortunately, the garden is not looking very promising so far this year.  After a long winter with record cold temperatures, we got off to a late start, and I think we may have missed the window for the early-spring vegetables. Here’s what is working this month: Spinach and Lettuce – 2 bags so far, so […]

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estate tax cut

Changes to New York Estate Tax Laws (Good News!)

Until recently, New York residents who died with estates exceeding $1,000,000 in value were subject to the State estate tax.  (Note: This is separate from the Federal estate tax exclusion, which is $5.34M for 2014.) That all changed on March 31, 2014, when the NY State legislature passed a new budget. The new estate tax […]

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