All Posts by

Eric Dostal, J.D., CFP®

Eric is a wealth advisor in our New York City office.
lifestyle creep

3 Tips to Help Junior Partners Avoid Lifestyle Creep

Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income – ensnares countless newly minted partners. ...

mortgage invest estate plan

Financing Your Home: What to Expect When You’re Taking on Debt

My wife and I purchased our first home five years ago, which was not nearly as fun as an episode ...

Laddering Life Insurance to Reduce Costs

A Brief History of Life Insurance Life insurance is a powerful tool in wealth management with a long history dating ...

child tax credit

The Child Tax Credit: 2021 Updates

The Child Tax Credit has existed in many forms over the last 20 years, but the changes implemented by the ...

financial planning family

Financial Planning When Starting a Family

Planning for significant life transitions is central to financial planning. As recent first-time parents, we can say with confidence that ...

disability planning

Basics of Disability Planning

Currently over 61 million Americans live with a disability, and statistically the average American worker has a 1 in 4 ...

healthcare

Approaching Healthcare as an Informed Consumer

Effectively Seek Healthcare in a Way that Makes Sense for Your Insurance The level of responsibility being imposed on patients ...

Saving & Investing When You’re Just Starting Out

Congratulations! After all the classes, exams, late nights, early mornings, interviews (so many interviews) you actually get to start the ...

property ownership

Basics of Property Ownership

The way in which you hold title to your assets can have a major impact on your estate plan. Different ...

behavioral finance

Our Habits Matter

My five month old daughter is just beginning to understand the concept of cause and effect. She is learning that ...