Jul 30, 2019

Average closing cost nationally = $11,250

Average closing cost in NYC = $50,000

These are big stakes. Finding savings here could cover your moving costs, renovation, or an awesome vacation (or buy some bitcoin).

We’ll cover:

1. Comparison shop mortgages
2. Ask the bank to waive, discount, and rebate
3. Roll closing costs into...

Jul 25, 2019

Will you burden your kids with your debt when you die? Not a great legacy. We’ll cover all the ins and outs of debt and death.

Today we’ll cover:

1. 1. When heirs do NOT inherit debt
   2. Some exceptions
   3. Why debt collectors keep calling heirs
      

Lastly, I’ll explain how your heirs can turn the table and actually increase

Jul 23, 2019

Whether you’re “disciplined” with money, or cash just flows through your pocket, don’t worry: As long as you know yourself, you can set up systems for your success.

First, we’ll have a fun little quiz so we can know ourselves, our habits, etc.

Then, we’ll talk about some systems to help folks save...

Jul 18, 2019

How do you approach saving for retirement? Some people focus on earning more, while others on spending less (not mutually exclusive, by the way). Then there are the frugals.

The Frugal/minimalist movement is at the very end of the spectrum of cost-consciousness, bordering on a monk-like existence.

Let’s talk about 3...

Jul 16, 2019

Lately, I’ve read a lot about owning artwork to diversify your assets. This may be a good idea as an investment, but as an Executor, we’ll share with you 5 reasons it’s very hard to sell or liquidate artwork, especially in probate.

And at the end, we’ll share 2 tips on how to make selling art in probate a little...