Family finances.

Renovations – What To Do Before Selling

As parents, many of us struggle with the benefits of staying in New York City vs. moving to the suburbs. Or, we find ourselves with a growing family and the need for a…

Should I Buy Or Rent?

For most families, moving to a new town and buying a house can be simultaneous acts. That’s not really the case in New York City. Many people who first move to the city…

How to Build Your Financial “House”

What do a financial advisor and a building contractor have in common? On the surface, probably not all that much. Hopefully they can both help you to sleep well at night…

How to Choose a Financial Advisor

Finding an advisor you can trust and feel comfortable with can be daunting – even downright scary. Reading news articles about the financial industry would make anyone…

What is the best way to leave an IRA or 401(k) account to a minor?

The best way to leave an IRA or a 401(k) account to a minor is to either designate a custodian to administer the account for the minor or leave it to a special trust for…

Summer Camp Tax Deductions: Kid-free and Tax Savings?

What if I told you Uncle Sam gives you a tax break for sending little Louise to soccer camp? Summer camps can qualify for the IRS’s Child and Dependent Care Credit, up…

NYC Real Estate: Is It a Good Investment?

By Jaylon Brigham

Can I Afford to Take Time Off to Raise My Kids?

As parents, we make numerous decisions. Generally, the moment a couple announces they are expecting a child, the questions start coming… Boy or girl? City vs. suburbs?…

Calculating College Aid and the Role of Expected Family Contribution

Few families these days are able to afford to send their children to college without any financial aid. However, the way financial aid is determined can be a mystery. In…

Welcome to the (Concrete) Jungle: Navigating the NYC Real Estate Market

By Jaylon Brigham

Are Your Finances in Order? Assess Your Financial Health in Six Easy Steps

As a parent, you know the importance of bringing your child to the pediatrician for regular well-visits. Knowing that your child is reaching developmental milestones and…

Savvy Year-End Money Moves: Six Ways to Put More Money in Your Pocket for 2017

As 2016 winds down, take a little time to improve your family finances for the year. Here are six easy money moves that can help your family start 2017 off on the right…

The Great Thanksgiving Listen: Passing Down Wealth in the Form of Stories

At Savvy Parents, we strive to help families build wealth and develop financial security. We often think about wealth in strictly financial terms. But real wealth is…

New Rules for Financial Advisors: What They Mean for You

If you think all financial advisors are required to act in the best interest of their clients, you might be surprised to learn that it’s perfectly legal for many…

Candidates’ Proposals on Child Care, Paid Leave, and Taxes

As the country witnesses one of the wildest presidential campaigns in history, the actual policy positions of the candidates can get lost in the day-to-day drama. As the…

Four Things You Should Know About Your Investment Portfolio

Investing wisely is an important part of achieving your long-term goals and preparing for retirement. Keeping track of your investments isn’t hard, but it’s something…

Step-by-Step Guide to Buying a Home in NYC

Congratulations! You’ve decided to take the plunge and buy your first home for your family! For better for worse, you’re settling down in New York City – the craziest…

How an Personal Liability Insurance Policy Can Protect You Against a Playdate Accident

Not sure if you need a Personal Liability Umbrella Policy? Imagine this scenario . . . .

Loans to Family & Friends: The Surprising Tax Implications

When your sister-in-law asks for a loan for a great business opportunity, you generally want to exercise caution. Even aside from the perils that come with mixing money…

Marriage & Money: Reconciling Your Financial Biases

It’s word association and I say “Money”.

7 Money Saving Tips for New (or Expecting!) Parents

Are you a expecting a new baby? Congrats! As a financial planner and mom of 3 (including baby twins), I know what you are going through. Here are some money-saving tips…

Is Disability Insurance More Important than Life Insurance?

Five Tax Benefits That Can Save Your Family Thousands

While few people look forward to tax time, it might not be so bad if you can take advantage of some of the many tax benefits aimed squarely at providing relief for…

Navigating the Life Insurance Maze: Unbiased Information to Help You Choose the Right Policy

If you’re a parent, chances are that you’ve received more than a few phone calls from insurance agents looking to sell you a large life insurance policy. Often, the…

Planning to Get Pregnant? Why to Buy Life Insurance ASAP!

Having life insurance is essential to protecting your family. Many parents wait until a pregnancy occurs before they look into getting a meaningful life insurance…

Having a Baby? A Legal & Financial Checklist for Expecting Parents

Having a baby can be one of the most exciting – and overwhelming – experiences a person can have. From pre-natal yoga to nursery decorations, the preparations can seem…

Should I Hire a Financial Advisor?

With all the things you have to keep track of as a parent – feeding schedules, school schedules, and even pooping schedules, you might be wondering if you should hire a…

Talking to Your Parents About Estate Planning

Almost as important as doing your own estate planning is making sure your parents have a plan in place for after they’ve passed. The number one reason to be concerned?…