Your Mid-Year Market Check-In (Yes, You Should Read This)
By Kristen Eurtig, CFP® Founder, Brooklyn Plans First Half 2026 Recap The headlines: The stock market had a moment. Then a meltdown. Then hit record
Financial Literacy Library: Financial Milestones
Trump Accounts Just Launched. Here’s the Cheat Sheet.
By Kristen Eurtig, CFP® Founder, Brooklyn Plans The One Big Beautiful Bill introduced a brand-new savings vehicle for kids — and it officially went live
Why So Many People Feel Financially “Behind” Even When They’re Doing Everything Right
By Danielle Arlotta, CFP® Lead Planner, Brooklyn Plans Many people come to us after a career change or promotion with questions on how to manage
From Inheritance to Intention: What Sam did— and Where Guidance Made a Difference
By Danielle Arlotta, CFP® Lead Planner, Brooklyn Plans Receiving an inheritance can be emotional; most expect that. Many are not prepared for the tax implications
Redefining Success (Sometimes That Means Earning Less)
By Kristen Euretig, CFP® Founder, Brooklyn Plans March is Women’s History Month — a time when we often reflect on the progress women have made
Why You Shouldn’t Use Your Parents’ Financial Advisor
You’re not living in their economy — so why use their plan? A lot of millennials start out working with their parents’ financial advisor because
Is Your Parents’ Financial Advisor Really the Right Fit for Your Life Today?
A quick gut check for a very different financial reality. A lot of us start out working with our parents’ financial advisor because it feels
Talking About Death (Yes, Really): Why the Holidays Are the Perfect Time
As we head into the holidays, many of us will be spending extended time with family — which also means that those meaningful conversations we
📋 Pre-Baby Financial Checklist
Get your foundation in place 🍼 1. Build Baby Expenses Into Your Budget The USDA estimates it costs ~$18,000/year to raise a child. In NYC,
Let Your Money Work as Hard as You Do
As we move through the year, it’s a great time to ask: Is your money working toward your goals—or just sitting still? Whether it’s cash