Mixing Marital Money

Mixing Marital Money

One of the most common questions I receive from my younger clients is how to keep their money separate once they’re married. It turns out the answer is: It depends. The rules differ slightly from Connecticut to New York, but the concept of commingling is used in both...
DIY: Second Home Security

DIY: Second Home Security

Times were simpler when home security could be established simply by displaying a sign — but that’s known as the forward passage of time, and we just have to deal with it. Nowadays, home security services have “absorbed” a nanny cam/baby monitor function, which turns...
Communicating with Your Elderly Parents

Communicating with Your Elderly Parents

Most people are at least a little afraid of talking to their parents about writing a will and/or advanced directive. But it’s really important. I’ve seen people die without a will — and it always causes friction between the would-be heirs. I was appointed power...
4 Tips for Your Small Business

4 Tips for Your Small Business

We’ve been getting a lot of small business clients who need help cleaning up their books. In most cases, they needed our help because they had been doing it themselves, and it showed. So my team and I brainstormed four tips for you to consider — and act on....