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8 Summer Travel Tips

8 Summer Travel Tips

Having touched foot on 6 of the 7 continents, I have learned a lot over the years.  Many families have held off on their summer travel due to the pandemic, and rightly so, as rules have been changing.  I just returned from 2 weeks in Northern California.  Travel has undergone significant changes since my trip to Australia this past January. …read more →

16 Jul, 2020
  • travel
  • Uncategorized
COVID-19: 10 Unexpected Positives

COVID-19: 10 Unexpected Positives

I probably watch too much news these days.  It’s not easy to find positive articles.  People often say, “when the dust settles, I’m going to do this or that.” The dust has begun to settle.   What are YOU doing?  The other day, I texted one of my Rockaway clients to check-in and see how he and his wife were doing. …read more →

16 Jun, 2020
  • coronavirus
  • health
  • healthcare
  • Uncategorized
Thinking Clearly in the Middle of Chaos

Thinking Clearly in the Middle of Chaos

You don’t need me to tell you that this country is upside down right now.  There has never been a more important time to think clearly and adapt to the current situation.  With 40 million unemployed and another 10 million not seeking work, many are in a “financial” survival mode.  One in three Americans have yet to receive their unemployment…read more →

3 Jun, 2020
  • Auto Insurance
  • budget
  • coronavirus
  • Finances
  • Insurance
  • Life insurance
  • Uncategorized
Phase One Reopening

Phase One Reopening

As you probably already know, other than the 5 boroughs, New York State has reopened this week.  What does this mean for Rockaway and Queens? The way business owners decide to spend their CARES Act stimulus package Payroll Protection Program (AKA the Triple PPP) money, will have a direct effect on our economy and the unemployment rate through this summer…read more →

27 May, 2020
  • coronavirus
  • Finances
  • New York
10 Smart Things to do at Home during CV-19

10 Smart Things to do at Home during CV-19

     The question everyone is asking is; how can I maximize my time at home during this temporary COVID-19 “new normal” ? Try a few of these options: Take the Online New York State defensive driving course: You get a 10% discount for three years on your auto insurance premiums.  Groupon has it for $19.   Use their online coupon code…read more →

20 May, 2020
  • coronavirus
  • goals
  • Uncategorized
8 Health Benefits of Having a Dog During the COVID19 Crisis

8 Health Benefits of Having a Dog During the COVID19 Crisis

We love our dogs in the United States with almost 90 million nationwide. That means nearly one-half of households have a dog in their home.  Other than companionship, there are other advantages to having a dog in this Covid-19 new world.  For example: Safety & Security:  Dogs are another layer of security as barking dogs can keep burglars at bay. …read more →

28 Apr, 2020
  • coronavirus
  • health
  • Uncategorized
8 Tips to Extract Paycheck Protection Program Money & Save Money NOW

8 Tips to Extract Paycheck Protection Program Money & Save Money NOW

Auto Insurance: Most auto insurers are on board for discounts ranging from 10-25% for Mar & Apr.  Contact your agent/broker.  Some carriers will give you a credit, some will send checks.  Said discounts are being filed with each state so it will take weeks, so Inquire Now! Unemployment: Has been extended from 26-39 weeks and it’s retroactive.  New York State,…read more →

14 Apr, 2020
  • Uncategorized
5 Reasons Why the PPP Frightens Banks

5 Reasons Why the PPP Frightens Banks

I have invested over 120 hours of research, participated & spoken in Zoom panels, and engaged with client strategy conversations on the PPP since Friday, March 27th- that is the same day the Payment Protection Program (PPP) was signed by President Trump.  The Triple P is a sweet deal for many struggling business owners; however, not so good for banks,…read more →

6 Apr, 2020
  • coronavirus
  • New York
  • Paycheck Protection Program
  • Planning
  • small business
5 Tips to get “Free Money” from the $2-Trillion Stimulus Package

5 Tips to get “Free Money” from the $2-Trillion Stimulus Package

On March 27th, President Trump signed the $2Trillion stimulus package for small business owners (sole proprietors or firms with fewer than 500 employees) to get two and a half months’ expenses in a lump-sum payout. The loan could possibly be forgiven depending on how you spend it.  I’ve never seen a loan program option as good as the PPP! The…read more →

1 Apr, 2020
  • budget
  • coronavirus
  • New York
  • Paycheck Protection Program
  • Uncategorized
5 Fun CV Time Iced Coffee Money Savers

5 Fun CV Time Iced Coffee Money Savers

My mother Sharon and I have been enjoying and experimenting with iced coffee for many years now.  During the CV pandemic, one must keep expenses under control while still enjoying life.  Be Safe! Buy in bulk: 10 years ago iced coffee was half price vs hot coffee.  Now it’s usually more expensive.  Now that folks are hunkered down, it’s time…read more →

25 Mar, 2020
  • budget
  • coffee
  • coronavirus
  • Uncategorized
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