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Wednesday, August 26, 2020

We had a successful first day of school (daycare) on Monday, so we are off to a good start. I, for one, did not handle it well, but I know Emmy will be fine and this is the best thing for her developmentally. She came home with her...

Wednesday, August 5, 2020

As we enter August, many parents will be deciding what to do with their children for the new school year. Most towns will help make that decision on whether it is in person, virtual learning, or a combination of both. For those with...

Wednesday, July 15, 2020

Tax day is officially behind us and hopefully you have taken advantage of any opportunity to lower your tax bill. Each year when you send your W2 or 1099 over to your tax accountant, he or she enters the information into tax planning...

Tuesday, June 23, 2020

HAPPY SUMMER EVERYONE! I spend most of winter complaining about the cold and snow, so to say I am excited about summer would be an understatement. Unfortunately, now you get to listen to my complaints about the humidity! Oh, the joys...

Monday, June 8, 2020

My wife and I welcomed our baby girl, Emmy, almost 17 months ago and it has been an amazing and eye-opening experience. Life just isn’t about us anymore and we are VERY okay with it. Oh sure, I didn’t love the time she...

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Tuesday, May 12, 2020

It goes without saying that Spring 2020 has been quite challenging for most individual investors. The economy looks as if it will contract at historic levels, which follows the end of an 11-year bull market sending the S&P 500, a...

Monday, April 20, 2020

My wife and I took our daughter, Emmy, for her 15-month health check up the other day. After her doctor finished the assessment, she told us that Emmy is a very healthy little girl and that she is still in the 98th percentile for...

Thursday, April 2, 2020

I want to start off by saying thank you to all of the healthcare professionals who are leading this fight against COVID-19. I could not be prouder of my wife who walks into her NYC hospital each day ready to help the countless...

Thursday, March 19, 2020

Well, things officially got real. We were all instructed to practice social distancing and isolation for the foreseeable future, which is not something I ever expected to type, say, think, or do. Admittedly, I did not think this would...

Tuesday, March 3, 2020

We have a walker! My 13-month-old daughter, Emmy, decided she was ready to move from four legs to two by walking this past week. She’s still doing the Frankenstein, of course, walking with her hands out front, but every day Emmy...

Tuesday, February 18, 2020

Boy, have the last 10 years been good! Since the S&P 500 bottomed out on March 9, 2009, it has averaged 17.4% annually. To put that into perspective, the S&P 500, which is an index that tracks the performance of the 500ish (there's...

Tuesday, February 4, 2020

For some people, changing jobs is an annual occurrence, such as my one friend who has been employed by every major bank since leaving college a decade ago. For others, it is stressful and unnerving. You might have gotten laid off or on...

Tuesday, January 21, 2020

I remember my first real job after my “brief” baseball stint post college. It was at Morgan Stanley. I vividly remember sitting at my desk the first week of work, excited to actually make money, but I had absolutely nothing...

Thursday, January 2, 2020

Imagine a life without ever having to stress about money. It’s all unicorns and rainbows as the kids say. The sun is shining and it’s 75 degrees from your bank account’s perspective. Well, that sounds a lot like San...

Tuesday, December 17, 2019

You've been renting for years and are "tired of throwing money away." You've been searching all over for the perfect house to make your own, but haven't found it quite yet. You may be deciding between purchasing a new construction or...

Tuesday, December 3, 2019

What is the one of the best benchmarks for one's overall financial position? For me, its Net Worth. Let's talk about Net Worth for a moment, which is calculated by taking all of your cash and assets and subtracting your debt to come...

Tuesday, November 19, 2019

The Four-Bucket Approach to Investing When I was younger, my family joined the town pool so my mom had something for my brother and me to do in the summers. I remember walking through the welcome gates of the pool for the first time...

Monday, November 4, 2019

Do you remember when Family Matters and Boy Meets World used to be on back to back during TGIF? Nothing better than Steve Urkel right into Topanga Lawrence. Those were simple times, weren’t they? All you had to think about was...

Thursday, October 31, 2019

Hello World -- I am a Certified Financial Planner™ professional and decided to start this blog for two reasons. First, to provide quality, relevant information to the older millennial generation about personal finance issues that...