Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

Posts in Budgeting and Saving

What emergency relief options should you consider during the Coronavirus pandemic?

Chris Jennings, Budgeting and SavingChris JenningsApril 7, 2020Coronavirus, Financial Planning, Financial CrisisComment

Run a Business or Non-profit? Fill Out This SBA Disaster Loan Application for $10,000 Grant

If you run a business or non-profit with less than 500 employees, including a business where you are the sole proprietor/employee, please apply TODAY for an Economic Injury Disaster Loan advance of up to $10,000. The loan amount can be deposited into your checking account in as fast as 3 days, and does not need to be repaid.

David Edwards, Budgeting and SavingDavid EdwardsApril 2, 2020SBA, Emergency ReliefComment

How to start your financial New Year with a bang!

Read this article by wealth advisor Elizabeth Caputo for tips on how to set achievable, realistic financial goals for the New Year so that you actually have a chance of accomplishing them.

Behavioral Finance, Budgeting and SavingDavid EdwardsDecember 15, 2017Elizabeth Caputo, Financial Advisor New York, Wealth Advisory, Financial PlanningComment