Future Perfect Planning

05/24/2021

Wondering about the different ways to save for your kids’ college education? Link in bio for my latest blog post breaking down the options and what to consider. Remember: you don’t have to have just one!

05/04/2021

Feeling just a little unsettled about your money? Like there’s no big crisis or decision, but you just want to make sure you’re not missing anything big? That’s reason enough to reach out - and that can even be the best time to do it. Link in bio for the full post

03/23/2021

New on the blog today: what really makes a passive portfolio, and how to know if it’s for you. Link in bio to the post

01/27/2021

Today on the blog: why is it so hard to get a quick answer to your seemingly simple money question? Link in bio for the post

01/01/2021

Happy new year! But don’t worry about that.

Think small. No, even smaller.

New on the blog today: if you really want to make progress toward your financial goals, think about this week, not this year. https://futureperfect.nyc/blog/thinking-small

12/01/2020

It’s ! New on the blog, some ideas for how to take advantage of unique IRA incentives this year to give those dollars more power. Plus: a primer on Donor Advised Funds and how they work (hint: you don’t need to be rich to use them!)

11/12/2020

Low interest rates getting you down when you’re trying to save for a goal? New on the blog today: how to think about saving when it doesn’t earn much. Link in bio

10/16/2020

Did you have financial planning items you intended to tackle by the end of the year, but then got distracted over other things? I can’t imagine what those distractions might be, but here’s a handy checklist to give you structure and help you refocus! December is in sight but there’s still plenty of time to take care of it all. Three-months-from-now-you will thank today-you!

09/01/2020

Heads up federal employees (and everyone else, check with your payroll department about whether this is happening) **a

08/01/2020

New blog post: how to make sense of today’s low interest rates, whether it makes sense to refinance, and how to go about it. Link in bio for the post

07/28/2020

New on the blog today: with interest rates probably as low as they will ever get, it’s tempting to consider buying a home. How to think about one of the biggest financial decisions we all face at some point, and why it’s ok to think past the dollars.

07/02/2020

Summer 2020 Update -

Personal Finance News You Can Use