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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 [...]

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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? A high deductible health [...]

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Set a Fun Financial Goal

Financial planning can be kind of a drag.  Save for retirement.  Buy more insurance.  Save for college.  Pay off debt. Planning for death or disability is not exactly uplifting.  Wouldn’t it be nice if financial goals were a little more fun? Staying motivated is important so you don’t lose momentum in reaching your financial goals.  [...]

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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 CafeMom.com. 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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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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Smart Saving for School

If you have kids, you know that education is going to cost serious money.  In fact: Daycare & Preschool can cost $1500-2500 per month. Private Primary and Secondary school in New York City can cost almost $40,000 per year. College expenses have increased at roughly twice the rate of inflation for decades, and now range [...]

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