Financial Planning

An Anesthesiologist’s Life: Is Private Practice Better for You?

John has made strides in his career so far as an anesthesiologist. To date, he has only worked as an employee of a group practice affiliated with a hospital system. Now he has enough experience and financial flexibility to consider pursuing his own independent practice.

An Anesthesiologist’s Life: Why You May Need Disability Insurance

John makes a good living as an anesthesiologist, earning more than $300,000 a year. His wages are the main source of income for his family of five.

An Anesthesiologist’s Life: Protecting Your Assets

John is an anesthesiologist. He has worked long and sometimes stressful hours for many years and has reaped the rewards of his profession, often earning more than $300,000 in a year during his career.

Downsizing Your Home

I recently downsized from a larger home in a New Jersey suburb to smaller quarters closer to Manhattan. Anecdotally, I noticed many times in my former neighborhood that on the same day families would post “Congrats to the Graduate!” yard signs, “For Sale” signs would often appear right next to them. My wife and I...

LGBTQ Financial Planning: Looks Simple from Afar

As a LGBTQ financial advisor, my clients tell me they hear this baffling question often, “You’re gay, you must be loaded right?!” There is a misconception that marriage and kids are traditionally that of a heterosexual relationship, and that as LGBTQ individuals we must have more money because we don’t spend it on kids and...

To Roth or Not to Roth

Trust and Estate Planning Strategies for LGBTQ Couples

Marriage equality helped to level the playing field for same-sex marriages. Even with this huge leap forward, there remains many legal inconsistencies from state to state for those who are lesbian, gay, bisexual, transgender, or queer (LGBTQ).

Painting Your Financial Planning Portrait with Your Tax Return

Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list. But in financial planning, we say not so fast! We like to think of our clients’ income tax return as a vital part...

The Vacation Home Primer: Pros and Cons

What’s Fly Fishing Got to Do with Investing?

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Financial Planning

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