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
Financial Literacy Library: News & Insights
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
Financial Planning Is an Act of Self-Love
By Kristen Euretig CFP®, Founder, Brooklyn Plans Romantic love gets a lot of attention this time of year. But there’s another relationship that shapes your
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
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
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
Why Women Keep Getting Left Behind When Finance Startups ‘Build for Women’
By Kristen Euretig CFP®, Founder In the past 15 years, I’ve been on the inside of the story of women-focused financial products — not just
🧠 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