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The Cost of a Nuclear Family

Posted on December 7, 2016February 25, 2018 by Douglas

I don’t have to tell you that life is expensive and unexpected. What with gas to drive to and from work (barring your car is still in good condition), rent/house payments (hopefully not at the same time), food (because that’s kind of important), the list of basic costs to live can add up—fast! Throw into[…]

Posted in Featured, Uncategorized

Estate Planning for the Millennial

Posted on November 25, 2016November 29, 2016 by Douglas Boneparth

When it comes to considering the future, many of us are only thinking about tomorrow, not 5, 10 or even 20 years in the future. This can especially be said for the younger generations. USA Today reports that Millennials are foregoing future planning until they’re married or have children. Cue the Homer Simpson, “Doh!” Making[…]

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The Real Deal About Freelancing and Finances

Posted on November 17, 2016November 18, 2016 by Douglas Boneparth

We gather here today to pay respects to the traditional workplace. It died a noble death, rout with position hierarchy, ownership of information, and allocating time and resources—only when deemed necessary. Okay, that’s a bit hyperbolic, but there has been a clear shift in the workplace. And one of the causes of that shift is due,[…]

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A Millennial Advisor’s Perspective on the 2016 Election

Posted on November 10, 2016November 17, 2016 by Douglas Boneparth

The 2016 election is finally over and Donald Trump will be our next president. Needless to say, this has a lot of Millennials in shock and number of my clients calling to ask if everything (not just their money) will be okay. So, to them and to all of my fellow Millennials, let me say[…]

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Open Enrollment Season

Posted on November 5, 2016February 25, 2018 by Douglas Boneparth

It’s that time of year again for many employees: open enrollment for group benefits. This means you have a relatively small window of time to select or change the various elections offered to you. My friends at CNBC were kind enough to invite me back to On The Money to discuss the topic. You can watch[…]

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Year End Financial Planning

Posted on October 25, 2016November 14, 2016 by Douglas Boneparth

Heather loves the fall. From the leaves changing their colors to that certain crispness in the air, she can’t get enough of it. So far we’ve been to two pumpkin patches and one fall apple festival featuring a petting zoo. Hazel got to meet new furry friends. However, there was a pretty sad looking goat[…]

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How to Buy Your First Home: Part 2

Posted on August 31, 2016February 25, 2018 by Douglas Boneparth

Welcome back. Let’s get to it by picking up right where we left off. Making an offer – “This is the one,” you say. We said it more than twice. Now that you have equipped yourself with vast amounts of research and you have a trusted agent at your side, you should be in a[…]

Posted in Featured, Uncategorized

How to Buy Your First Home: Part 1

Posted on August 23, 2016November 14, 2016 by Douglas Boneparth

Oh, hello again. Look at what we did to the web site! Do you like it? Well, I decided to hire an SEO professional to make the change from SquareSpace to WordPress! I hope you find this site just as fresh as the last one. Before we begin, a big thanks to everyone that participated in[…]

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Summer Swag, Closing Time and In The News: “40 Under 40”

Posted on July 16, 2016October 1, 2016 by Douglas Boneparth

Hello sunshine! Seriously, things are heating up here in the city and summer is in full swing. The upper 80s are lower 90s are becoming the new weekly norm. So grab a cold one and relax while reading this month’s blog. Speaking of keeping cool, let’s do something fun. The first 25 people to tell[…]

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A Failed Recruitment Model and Refinancing Your Federal Loans

Posted on June 2, 2016October 1, 2016 by Douglas Boneparth

I thought it would never get warm in NYC, but here we are. Welcome back fellow readers and personal finance enthusiasts! There’s nothing too crazy last month and, for those of you that were concerned from the previous post, I am feeling a little less stressed out. So, thanks to those of you who’ve asked.[…]

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