What is Boy Math?
by Kristen Euretig, CFP® Founder & Chief Planner In the September newsletter, we talked about the latest financial trend on TikTok, #girlmath. If you missed
Financial Literacy Library: News & Insights
Clients Are Anxious About Their Finances (and Everything Else)
by Kristen Euretig, CFP® Founder & Chief Planner I would say the theme of 2023 in our client facing work has been anxiety. Even before
What is Girl Math?
by Kristen Euretig, CFP® Founder & Chief Planner So long, summer! It was a good one for me and mine. We got lots of pool
You Make Money in Stocks Because Sometimes They Go Down
by Kristen Euretig, CFP® Founder & Chief Planner I attended an event this week in Manhattan on alternative investments and the speaker opened with a
A Note From Our Founder: Feel Ashamed of Your Finances? You’re Not Alone
by Kristen Euretig, CFP® Founder & Chief Planner I was honored to be invited as a guest on the radio show and podcast What We Know,
A Note from Our Founder: How to Protect Your Finances from Bank Failure
Phew – what a wild ride in banking these last few weeks. Let’s just take a deep breath and go over what you need to
A Note From Our Founder: Are We Headed for a Recession?
Talk of recession in 2022 got louder as the year progressed and the Fed kept raising interest rates, raising fears of a “hard” landing. The
A Note from Our Founder: No Spend January?
Happy New Year! It’s the busiest time of year for us over at Brooklyn Plans with New Year’s resolutions raging. A local news reporter reached
A Note from Our Founder: How to Cash in on Rising Interest Rates
Happy Holidays! It’s been an interesting year for financial planning and investment management. We had the worst year for markets since 2008, inflation increased
What’s Going On With Home Buying – And What to Expect Next
Happy October! Hope you’re finding some fun in the cooler weather with leaf-peeping, apple picking and all that! In addition to the change of seasons,