05/24/2021
Wondering about the different ways to save for your kids’ college education? Link in bio for my latest blog post breaking down the options and what to consider. Remember: you don’t have to have just one!
Future Perfect Planning
Independent, fee-only, fiduciary financial planning and investment advisory services
05/04/2021
Feeling just a little unsettled about your money? Like there’s no big crisis or decision, but you just want to make sure you’re not missing anything big? That’s reason enough to reach out - and that can even be the best time to do it. Link in bio for the full post
03/23/2021
New on the blog today: what really makes a passive portfolio, and how to know if it’s for you. Link in bio to the post
01/27/2021
Today on the blog: why is it so hard to get a quick answer to your seemingly simple money question? Link in bio for the post
01/01/2021
Happy new year! But don’t worry about that.
Think small. No, even smaller.
New on the blog today: if you really want to make progress toward your financial goals, think about this week, not this year. https://futureperfect.nyc/blog/thinking-small
12/01/2020
It’s ! New on the blog, some ideas for how to take advantage of unique IRA incentives this year to give those dollars more power. Plus: a primer on Donor Advised Funds and how they work (hint: you don’t need to be rich to use them!)
11/12/2020
Low interest rates getting you down when you’re trying to save for a goal? New on the blog today: how to think about saving when it doesn’t earn much. Link in bio
10/16/2020
Did you have financial planning items you intended to tackle by the end of the year, but then got distracted over other things? I can’t imagine what those distractions might be, but here’s a handy checklist to give you structure and help you refocus! December is in sight but there’s still plenty of time to take care of it all. Three-months-from-now-you will thank today-you!
09/01/2020
Heads up federal employees (and everyone else, check with your payroll department about whether this is happening) **a
08/01/2020
New blog post: how to make sense of today’s low interest rates, whether it makes sense to refinance, and how to go about it. Link in bio for the post
07/28/2020
New on the blog today: with interest rates probably as low as they will ever get, it’s tempting to consider buying a home. How to think about one of the biggest financial decisions we all face at some point, and why it’s ok to think past the dollars.
07/02/2020
Summer 2020 Update -
Summer 2020 Update Personal Finance News You Can Use
Want your business to be the top-listed Accountant in Brooklyn?
Click here to claim your Sponsored Listing.
Click here to claim your Sponsored Listing.
Location
Category
Contact the business
Telephone
Website
Address
Brooklyn, NY