Resources and Stories for Real People

Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

Walter and Allie to Speak at The Gathering of Light!
Blog
Walter Wisniewski, CFP®

Walter and Allie to Speak at The Gathering of Light!

The Gathering of Light Interspiritual Fellowship, located in Huntington Station, NY will be hosting an event they’re calling Spiritual Toolsday on January 14th, 2020 at 7:30 pm. This event will feature a discussion led by Allison Vanaski and Walter Wisniewski during which they will teach that achieving financial stability is not just about money and accumulating wealth. It is spiritual! In

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Preparing Your Finances When You’re Expecting
Blog
Walter Wisniewski, CFP®

Preparing Your Finances When You’re Expecting

Having a baby will change your life in significant ways, and this includes financially. Not only will you have increased costs for things like diapers and childcare, but you’ll also have new financial planning considerations, too.

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The Birth of a Grandchild: 529 plans and Trusts
Blog
Walter Wisniewski, CFP®

The Birth of a Grandchild: 529 plans and Trusts

Congratulations! The arrival of a grandchild is an exciting time. All of the soft snuggles, tiny shoes, first coos and crawls, AND you get to give them back to their parents after a nice happy visit. The arrival of the next generation is also a good time to plan for your (and their future). In this article, we will go

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Hemline Index
Blog
Walter Wisniewski, CFP®

Hemline Index

“The future’s uncertain but the end is always near.” Jim Morrison, the Doors, “Roadhouse Blues”. Many investors are losing valuable sleep listening to the misguided, canary-in-the-coal-mine commentators expounding on an imminent stock market crash due to a future recession (the “R” word). Paradoxically, if too many investors believe the same thing, as fate would have it, the “R” might just

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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