Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances
Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other ...
How Should I React to Market Volatility?
After years of positive market performance, newer investors are seeing for the first time that markets do not go up ...
Margin vs. Mortgage: What to Consider When Purchasing a Home
Most of us understand how getting a mortgage can help us to purchase a home. We use our personal funds ...
What Everyone Should Know About Their Family Finances
I work with many clients who have lost a spouse, gone through a divorce, or are wondering what they should ...
Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married
When two people who are both professionals consider getting engaged and married, it is imperative that they first consider their ...
Why You Shouldn’t Wait Until After Your Divorce to Meet with a Financial Advisor
You are divorcing. You have a million things to think and worry about. Your divorce professional (whether it be a ...
Why Do We Need A Women’s History Month?
For many young girls today, this may be a valid question. But for many of us, we grew up with ...
Trading vs. Investing: What We Can Learn from the GameStop Saga
I was recently quoted in an article for Long Island Newsday, and mentioned that there are big differences between investing ...
Financial Awareness and Divorce
I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me to help their clients with ...
Determining Where to File for Divorce
In most situations, you will file for a divorce in the state in which you and/or your spouse live. If ...
Organizing Finances Before, During, and After Divorce
Most people don’t begin their marriage expecting it to end in divorce. For those who are ending a marriage, having ...
Why Should I Sign a Prenup?
It’s not because either of you thinks the marriage won’t last To many, “prenup” (short for a prenuptial agreement) is ...
