September 2017

Basic Estate Planning

By | 2018-01-04T13:54:47+00:00 September 19th, 2017|Estate Planning, Financial Life Planning, Life Insurance|

One thing I purposely left out of my last post on What to do when you're expecting was basic Estate Planning.  Estate Planning is not just for the old and rich.  It’s important for people at every income level who want to help protect their finances and avoid future conflict between family members. This is [...]

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August 2017

What to do when you’re expecting

By | 2018-01-03T17:15:05+00:00 August 3rd, 2017|Financial Life Planning, Life Insurance|

What to do when you’re expecting If you have not heard yet, my wife Rebecca and I are expecting our first child in early October.  Wahoo!  If you want to watch an amazing 3 minute video my wife made of us telling our families check it out here Here’s what to [...]

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February 2017

Life Insurance

By | 2018-01-17T04:39:33+00:00 February 27th, 2017|Financial Life Planning, Life Insurance|

As soon as somebody depends on you financially, you need life insurance. Most of us know this, but for some pretty good reasons, we don’t really want to think about it. To start, someone has to die for life insurance to be of use. Also, buying a policy means putting a price on the [...]

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December 2016

2016 Year in Review

By | 2018-01-03T22:06:22+00:00 December 13th, 2016|Financial Life Planning, Life Insurance, Roth IRA|

As we near the end of the year a lot of financial advisors will put together something about how the stock market has done for the year and what they expect for the year ahead, blah blah blah.  Since these are just best guesses I prefer to focus on what we can control, which [...]

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December 2015

3 Secrets Every NYSTRS Tier 4 Teacher Needs to Know

By | 2018-01-03T17:15:05+00:00 December 5th, 2015|403b, Life Insurance, NYSTRS, Pension, Roth IRA, Teachers|

Secret #1 Your Pension is worth a lot of money. This isn't really a big secret, but did you know it could be worth over $1,200,000? This is based on the amount of money that is needed at age 55 to generate $65,000/year from an immediate annuity. ...but if you were to pass away [...]

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April 2015


By | 2018-01-03T17:15:06+00:00 April 13th, 2015|403b, Business Owners, Life Insurance, NYSTRS, Pension, Teachers|

What’s your why when it comes to your money?  This is one of biggest questions I help clients answer.  Why is money important to you?  We all know what we want life to look like, but to get there financially you must identify your “Why?”.  I help clients try and view money as [...]

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