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.

American Consumers are Feeling Financially Strong
Blog
Walter Wisniewski, CFP®

American Consumers are Feeling Financially Strong

A look back at the Black Friday consumer spending records might have caught some by surprise. The mainstream media continues to gripe about a“struggling” economy and the “death” of brick and mortar stores, and this does not paint an accurate picture for the American worker and consumer. Luckily, we have consumer behavior data to remind us that things are actually

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The Market Has No Memory
Blog
Walter Wisniewski, CFP®

The Market Has No Memory

DIMENSIONAL FOUNDER DAVID BOOTH DISCUSSES THE LESSONS FROM 2019 THAT INVESTORS CAN APPLY TO 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at last year’s performance to draw conclusions they can use to predict what markets will do in the year to come.

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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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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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