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Lucky-7 Tips 2 Save $$$ in 2021!

Lucky-7 Tips 2 Save $$$ in 2021!

By the time you read this, we will thankfully have waived “good riddance” to 2020! Wishing you and your family a Happy, Healthy, and Prosperous 2021! Covid-19 has created many behavioral shifts in the year 2020! Some behavioral shifts are temporary, and some could be here to stay. One of those shifts has been toward internet shopping for holidays, tangible gifts, and sometimes…read more →

4 Jan, 2021
  • budget
  • credit
  • Finances
  • shopping
The “Nobody CARES Act”

The “Nobody CARES Act”

When “The CARES Act” was enacted in late March. Everybody knew the $600/week unemployment benefit portion was expiring on July 31, 2020. If politics were like golf, originally (in July) the Senate was playing for the “COVID” 19th hole, whereas the House of Representatives was playing for the next round.

16 Sep, 2020
  • coronavirus
  • COVID-19
  • Donald Trump
  • economy
  • Finances
  • New York
  • 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
6 Tips for your Financial New Year’s Resolution

6 Tips for your Financial New Year’s Resolution

Six out of ten American’s will make some type of financial-based new year’s resolution for 2020.  Usually, there’s a triggering event like receiving your December 2020 credit card bill or spousal pressure to name two.  Follow these tips; Consolidate Financial accounts: Close 1 or 2 existing financial accounts that you are not tracking or have insignificant monies in.  This will…read more →

31 Dec, 2019
  • budget
  • Finances
  • Investments
  • Retirement
6 Tips to Get Your Financial House in Order

6 Tips to Get Your Financial House in Order

The year’s end is hectic between the holidays, parties and kids being home from school.  It’s easy to get off track during the 4th quarter.  Follow these 6 tips and with a little time and effort your 2019 finances will be more organized and less stressful. Organize your paperwork: It’s hard to feel in control when you can’t find anything. …read more →

19 Feb, 2019
  • budget
  • Finances
6 Tips for your Financial New Year’s Resolution

6 Tips for your Financial New Year’s Resolution

Six out of ten American’s will make some type of financial based new year’s resolution for 2019.  Usually, there’s a triggering event like receiving your December 2018 credit card bill or spousal pressure to name two.  Follow these tips: Consolidate Financial accounts: Close 1 or 2 existing financial accounts that you are not tracking or have insignificant monies in. This…read more →

8 Jan, 2019
  • budget
  • Finances
  • financial planning
  • goals
  • new year's
  • resolutions
5 Tips How to Find a Good Insurance Broker

5 Tips How to Find a Good Insurance Broker

Insurance brokers and agents are trusted with fitting their clients into suitable life, health, homeowners & business policies to name a few. There are numerous insurance providers and they are not all the same.  It’s important that the broker you choose is well-versed in policy differences from company to company and informed of the latest news, trends, and products. He/she…read more →

2 Oct, 2018
  • Finances
  • financial planning
  • Health Insurance
  • Insurance
  • Investments
SAT vs. ACT Exams: 5 Questions Answered

SAT vs. ACT Exams: 5 Questions Answered

Although it’s technically still the summer, many high school students (and parents) are feeling anxiety about taking the SAT and/or ACT exams this month.  There’s a lot of bad information out there on this topic.  Below are answers to 5 popular questions: Should I take the SAT or ACT? We strongly recommend taking both exams multiple times if possible. Most…read more →

9 Aug, 2017
  • College Funding
  • College Planning
  • Finances
  • Financial Aid
7 Smart Money Marriage Tips

7 Smart Money Marriage Tips

You just got married, but you may not have realized that your money did as well. One of you is a spender and one is a saver! How in the world will you make it work? Especially now that many people are getting married in their 30’s and 40’s for the first time, what should you be doing money wise?…read more →

12 Apr, 2017
  • budget
  • Consultation
  • Finances
  • marriage
  • 1
  • 2

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