Dollar cost averaging is a straightforward, methodical investment strategy that can help reduce investing anxiety and ease the complexities of trying to time the market.
Is retirement on the horizon for you in the next five to ten years? It’s a goal that you’ve spent a lifetime working towards and with the finish line in sight, it's the perfect moment to fine-tune your plans to ensure your transition is as smooth as possible.
Embracing a new job role? Learn the essentials of making strategic financial decisions during career transitions so your wallet keeps pace with your professional evolution.
It is understandable if you are feeling nervous, as these things often happen quickly and without warning. But as I said in my discussions with many of you, we have been waiting for events like this to happen for some time.
Many people set aside time before January 1st to make promises to themselves to do better in one or more areas of their lives. However, statistics show that only 9.2 percent of people ever achieve their New Year’s resolutions. Here are the steps that I use in my goal setting process.
As we head into the uncertainty that is 2019, here are some things you can still do this year to make sure you are prepared financially for the year to come.
Earlier this year, I wrote how the TCJA passed by Congress last December would be a vexing problem for tax planning issues. It seems as if concerns about higher tax burdens being faced by middle- to upper-middle-income families may be overblown.
Any financial plan must have an emergency fund in conjunction with long-term investment contributions. Without one, you may run into an issue that can have adverse effects on other elements of your plan.
Recently I was fortunate enough to give a workshop where the purpose was to get people thinking about some financial concepts and to get them talking and thinking about how they view money so they can improve their own situations.
The New York market provides a unique challenge when you are thinking about how to set yourself up financially. Which should you put more focus on, saving for retirement or saving for a down payment?
Do you have a business with 5 or fewer people working in it? Or maybe it's just you? Have you thought that a 401k was too much to deal with, but you'd like to save more than you can in an IRA? Want to still save on some 2017 taxes? This post introduces you to a possible solution.