My Two Cents Blog

6 Easy Moves to Make in Your 30s That Will Pay Off Huge Later On

There is no time like the present.  Here are some great early life money tips.  If you’re in your thirties, odds are your financial situation is a mixed bag. On the one hand, maybe you’ve settled into your career and built a little nest egg. At the same time, you might be juggling student loans, a mortgage, […]

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6 Estate Planning Must-Haves

With all this talk about the estate tax repeal here are 6 documents that you still will need in place. Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate planning in order to make certain all of your assets are transferred seamlessly […]

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6 tips for financial planning in your 40s

Here are some helpful slides that appeared on bankrate.com about Financial planning in your 40s If you’re in your 40s, you could be considered either a late baby boomer or a member of Generation X. Either way, you’re at a time in your life when you’re putting youth aside and should be doing some financial […]

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Financial Advice I Would Give My Twenty-Year-Old Self

What financial advice would you give to your twenty-year-old self?  My twenty-two-year old son recently asked me that very question.  My first thought was that he must not have been listening, because as a financial planner, I have constantly given him financial advice since he knew a dime was worth more than a nickel even […]

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How to Claim Florida as Your State of Residence to Save on Taxes

I hear a lot of people talking about this and found this articles on forbes.com (link at the bottom)  that I think will be useful for people contemplating the move. Q: I live in New York. If I buy a second home in Florida, can I count Florida as my residence for state tax purposes? A: Maybe, […]

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