Michelle Brownstein, CFP®
Financial Planning Considerations for Same-Sex Couples
In honor of Pride Month, we’re taking a look at some of the unique financial planning considerations for same-sex couples. Day-to-day finances may see like an area of life that is similar for everyone. The back-of-the napkin formula is simple—live...
Why Use a Financial Advisor?
A common question that we face from people who self-manage their finances is: why use a financial advisor? When it comes to managing their investments, many people do choose to work with a professional. In fact, almost two-thirds (61%) of people with a...
Jeff Bezos & The Financial Implications of Getting Divorced
The Jeff Bezos Divorce & Its Potential Financial Implications Last week, Amazon CEO and the richest man in the world, Jeff Bezos, announced that he and his wife Mackenzie Bezos are filing for divorce. They were married for 25 years and tied the knot...
How to Handle a Large Windfall
With news of the massive Mega Millions lottery prize going to a lucky winner in South Carolina last week, it’s a perfect time to discuss how to handle a windfall. While most of us will never be lottery winners, there are much more common “windfall scenarios”...
Gen X & The (Financial) Middle Child Syndrome
Generational divides have always existed. From our great-grandparents to our grandparents to our parents to our children, each generation is unique in their approach to their financial lives. One of the major differences between each generation is how they...
Is the Average American Woman Prepared for Retirement?
We’ve heard over and over that men are from Mars and women are from Venus – but how different are we really in terms of our finances? Financial services marketing seems to think there’s a big difference by constantly targeting the “female investor.” But what...
Reality Check: Social Security May Not Exist When You Retire
One of the biggest questions Americans face when thinking about retirement is: will Social Security exist when I retire? According to the government, Social Security is on track to be depleted by 2034, at which point they will begin paying a portion of the...
For Richer or Poorer: Are You Ignoring the Business Side of Your Romantic Relationship?
Frankly, most couples would likely rather schedule a root canal than set aside time to have a frank discussion about money. For Americans, avoiding money discussions is practically built into our DNA. We’ve been raised to believe that money is a taboo...
When Investing in Cryptocurrencies, Envy Often Goeth Before a Fall
Bitcoin has taken investors on quite the adventure. As its price soared to nearly $20,000 late last year, the cryptocurrency swept up new converts in its momentum — many of whom were no doubt disappointed when that number plummeted to less than $6,000 in...
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