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 contacting financial institutions and getting the mess sorted out. Although there are no guarantees, here are a few common sense steps to help minimize your […]
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 progress on your other financial goals. You’ve been saving for retirement, emergencies, and other goals; and […]
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 bankruptcy to make sense? Is there a rule of thumb or ratio of income to debt? It really varies […]
This is the fifth post in my “Divorce & Your Money” series. In addition to their assets, a divorcing couple must identify their financial debts or liabilities. Division and responsibility for each will be part of their divorce settlement. Debt may have been part of the marriage, but hopefully it won’t be part of the […]
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. Maybe I’ve been spending too much time in mine, but I think it’s a lot like tending a garden, and there are […]
At today’s low interest rates, refinancing your mortgage can be a great way to reduce monthly mortgage payments and save thousands of dollars in interest. But we all know that the mortgage process is tougher that it used to be. I recently asked Isaac Grant, a mortgage broker with First Meridian Mortgage, a few of […]
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About Sara Stanich
Sara Stanich is a Certified Financial Planner, CFP® and Certified Divorce Financial Analyst, CDFA™. She provides financial planning advice and investment management services for her clients, who include entrepreneurs, growing families, couples going through divorce, and persons preparing for retirement.
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