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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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Are Vacation Homes Good Investments?

Are Vacation Homes Good Investments?

Guest Post By Diana Fishlock A great vacation often sparks dreams of owning a getaway home. It seems perfect after that beautiful week near the ocean or the mountains with no responsibilities. It may also seem like a retirement option or a good investment of time and money. But is it? A vacation home won’t […]

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Interview: Passing the Co-op Board Interview

The process of buying a home in the city is daunting, to say the least.  Beyond the financial aspects, you may need to prepare for the dreaded co-op board interview. I bought and sold a co-op years ago, but was also turned down once by a co-op board back in the day.  (Me?  The nerve!) […]

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Interview: Co-op or Condo?

Condominiums are everywhere, but apartment “co-operatives” are mainly an NYC thing.  These two forms of ownership appear similar, but there are important differences between them that can affect the price of the unit, the process of buying and selling, and even your monthly mortgage and maintenance costs. I recently asked Kurt Roth, a real estate […]

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Building Financial Confidence (My Video Debut!)

I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at The topic of our discussion was “building financial confidence”.  Karen made the point – which I often find to be true – that many women handle their family’s day to day finances (like balancing […]

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What is Socially Responsible Investing?

Would you like to invest in companies which share your social or environmental goals?  Are you concerned about indirectly supporting a industry or company you disagree with? If so, you may be interested in a movement known as “socially responsible investing”, also called “sustainable and responsible investing” or SRI. Through SRI, investors design an investment […]

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start early

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. Maybe I’ve been spending too much time in mine, but I think it’s a lot like tending a garden, and there are […]

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