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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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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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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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how to choose the right kindergarten for your child

How to Choose the Right Kindergarten for Your Child

It’s that time of year, where New York City parents of 4 and 5 year olds are figuring out where their kids are going in the Fall.  But how do you decide where to go?  We went through this last year.  Our zoned public school is considered fine, but I wanted to make sure I […]

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magic kingdom

How to Have a Blast on a Budget at Disney World

Ever since our son was born, I knew it was coming … family vacation to Disney World! Well, this was the year we “did Disney.”  We spent 5 days and 4 nights in Orlando and I must say that it was a grand old time. The trip was truly a priceless opportunity to gather an […]

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raise your standards for financial planning

Raise Your Standards

Certain financial goals are written about over and over again. Spend less than you earn Pay off your debt Get insurance Have an emergency fund Save for retirement But what happens after you have more or less met those financial goals? What do you do next? Raise your standards! Sure, you may be doing better financially […]

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Five Questions About 529 Plans

Have you been considering opening a 529 college savings plan?  Contributing to our son’s college education is one of my personal goals.  I went to an expensive private university (NYU), and I am still paying down those pesky student loans.  We started a 529 plan with some baby gifts, and have been contributing in small […]

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Brooklyn brownstone

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 progress on your other financial goals.  You’ve been saving for retirement, emergencies, and other goals; and […]

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pink pig tuition

Can You Afford Private School?

We all want the best for our kids.  And New York City offers some pretty amazing private schools.  But is private school a good financial decision for your family? What it Costs I took these prices for the 2013-2014 school years from the websites of selected private schools in Brooklyn and Manhattan (try not to […]

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