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: Investments
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
Alex’s portfolio looked diversified—until we zoomed out
By Danielle Arlota CFP®, Lead Planner, Brooklyn Plans Alex came to us wanting to be more intentional with her money. She’s balancing student loan repayment
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
Political Anxiety, AI Power, and Why Markets Still Don’t Care
By Kristen Euretig, CFP® Founder, Brooklyn Plans Lately, I’ve been hearing the same concern from a lot of people — and it’s not really about
New Options for Values-Aligned Investing
At Brooklyn Plans, our job isn’t to tell clients what to invest in — it’s to listen, take in what we’re hearing, and problem-solve. And
🧠 What’s an HSA?
An HSA is a savings account you can use tax-free for qualified medical expenses—but it’s more than just a spending tool. HSAs are unique in
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