Back-to-School Financial Checklist

8.16.17

Any parent knows that back-to-school time equals shopping, which can quickly add up. How is it that your kids always seem to require brand-new everything each year?

According to Deloitte, parents spend $488 for clothing, accessories, school supplies, computers and other electronics for their children1. This year, face back-to-school shopping with a plan. Coming up with a strategy that meets both your children’s needs as well as your financial responsibilities will help you minimize your costs. Continue reading

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Financially Prepare for Baby

7.12.17

From researching top-of-the-line car seats and cribs to decorating a nursery, there is a lot to do when you are expecting. One of the most important items to add to your to-do list when preparing for your new bundle of joy is thinking about your finances. Continue reading

Family Finances: Juggling Financial Obligations

6.14.17

Guest Blogger: Andrew Horowitz, CFP, Horowitz & Company, Inc.

As a parent or soon to be parent, there are many challenges that we face in life such as how to raise the child, getting them proper education, overcoming your child’s sickness, divvying up parental responsibilities, sleepless nights, as well as balancing work and parenting.  Continue reading

Feel Good About Your Financial Wellness

5.10.17

Guest Blogger: Andrew Horowitz, CFP, Horowitz & Company, Inc.

May is Mental Health Month, and the truth is that feeling good about your financial position can help to balance other areas of your life. Too many of us stress about money, and that stress has negative health effects. Financial wellness is something that everyone can work on regularly in order to keep in fiscal shape.

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Financial Literacy Month: Emergency Funds

4.12.17 (003)

Guest Blogger: Andrew Horowitz, CFP, Horowitz & Company, Inc.

In honor of Financial Literacy Month, we are going to chat & chew about an important financial topic: emergency funds.

The concept of an emergency fund is one of the bedrocks of a solid financial plan. Hopefully it will never need to be tapped, but in order to ensure that any unplanned expenses are covered, it is often advised to keep a cash fund equal to approximately 3-6 months of income. Continue reading