What does ‘Financially Secure’ Actually Look Like?
By Danielle Arlotta, CFP® Lead Planner, Brooklyn Plans A recent couple came to us with a goal that’s becoming more common: the option to retire
Financial Literacy Library: Uncategorized
📈 Why the Stock Market Doesn’t Reflect Your Existential Dread
A Midyear Market Recap You Can Actually Read If you’ve been feeling like everything is going off the rails—climate disasters, mass layoffs, escalating tariffs, political
Managing the financial uncertainty of a second Trump administration
By Kristen Euretig, CFP Last month I wrote about the collective disappointment many of us felt after processing Kamala’s loss to Trump and I had
How to set yourself up for success in 2025
By Danielle Arlotta, CFP We always hear about setting new years resolutions. But, we don’t hear much about how to finish out the year. Probably
Investing Video Series: Account Types
In this video we review different investment account types and explore their benefits. Learn how to choose the right account for your goals. Want a more in-depth
Financial Literacy vs. Financial Empowerment
By Kristen Euretig, CFP®, Founder and Chief Planning Officer It’s April! Lots has happened – there was an earthquake and an eclipse and you filed
Video Series: Investing 101: The Basics
In this video we review some common terms you’ve heard around investing, as well as how we look at each asset class. We also review different investment
Upcoming Workshop: Empower Yourself: Keys to Confident Home Buying in NYC
Are you dreaming of calling the vibrant city of New York your home but find the idea of buying a property overwhelming? The bustling real