The Emotional Benefits of Working With a Financial Advisor

Financial advisors can provide tangible benefits in the form of investment advice that may increase net worth.  However, there are also some latent benefits of working with a financial advisor.  Ask anyone who has met with a financial advisor about the experience and they are likely to say the interaction resulted in emotional, psychological, as

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Four Ideas for Potential Financial Relief in Light of COVID-19

By Nicole Sullivan, CFP®, RMA, Director of Financial Planning The Coronavirus is significantly impacting households of all wealth levels. For some, it might be as minor as social inconveniences. But for many, the economic impacts are truly significant. On March 27, 2020, the bipartisan CARES Act was signed into law. This law provided the single

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CONQUER “FINANCIAL STACKING”

In a recent editorial for the National Endowment for Financial Education (NEFE), Brent Neiser commented on “Financial Stacking: A Modern American Burden.” He wrote:   Myriad choices, opportunities, and expectations generated by the financial services industry, media, advertisements, experts, employers—and even family and friends—create an amassment of jumbled priorities that often leads to inaction, frustration,

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HOW SHOULD I FINANCE MY NEW BUSINESS?

So you struck out on your own and started a firm. Business is promising and your new website is a hit – and you thought the hard part was over until it became clear that more capital was in demand. We interviewed Leslee Cohen, business lawyer at Hershman Cohen LLC, to find out the three

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THE MOST VALUABLE GIFT TO GIVE YOUR KIDS THIS HOLIDAY SEASON

One of the biggest challenges when it comes to holiday gift giving isn’t affording the gifts but rather figuring out how to give in a way that is meaningful. At the same time, successful families often feel concerned, even downright terrified, about raising entitled children who don’t appreciate the value of a dollar.  We’re going

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