Archive | Planning RSS feed for this section

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 […]

Read full story · Comments { 0 }
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 […]

Read full story · Comments { 2 }
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 […]

Read full story · Comments { 0 }
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 […]

Read full story · Comments { 0 }

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 […]

Read full story · Comments { 3 }
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 […]

Read full story · Comments { 4 }

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 […]

Read full story · Comments { 3 }

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!) […]

Read full story · Comments { 1 }
financial planning for new parents

Financial Planning Checklist for New Parents

This article appeared first at local parenting blog A Child Grows in Brooklyn. New parents are busy.  When it comes to financial planning, they just want to make sure they are doing the right things for them and not missing anything important.  Perfect for this situation: a checklist! There are eight items on my financial […]

Read full story · Comments { 1 }

Is a High Deductible Health Plan Right for You?

It’s open enrollment season!  Benefits enrollment periods typically run from late October to Mid-November for employees at many companies.  Your company may have many benefits to choose from, but the one I get the most questions about is High Deductible Health Plans, or HDHPs. What is a High Deductible Health Plan (HDHP)? A high deductible […]

Read full story · Comments { 3 }