Future Perfect Planning
Independent, fee-only, fiduciary financial planning and investment advisory services
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
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Brooklyn, NY