by Emily Hermano | Dec 16, 2021 | Financial Planning
When you think about spending your money wisely, many things can come to mind. Beyond the ability to have assets, investments, and comfortable life, many more striking factors determine how to make good use of your wealth.After all, if you allow money to become your...
by Emily Hermano | Oct 28, 2021 | Taxes, Financial Planning
Nobody wants to part with their hard-earned money. It is even more difficult when you are giving money to the IRS in the form of taxes, and especially disheartening to discover you overpaid in taxes or that you could have avoided unnecessary taxes. The truth is that...
by Emily Hermano | Sep 8, 2021 | Financial Planning
Freedom. It’s what we are really after in life. It’s the ultimate motivation to create wealth and the drive behind the need for professional financial planning. On the path to build wealth, however, “freedom” can be an elusive outcome, simply because it is often not...
by Emily Hermano | Aug 24, 2021 | Family Finances
As a financial advisor, I often get asked the question of whether or not someone should help their child buy their first home. While you might answer that question with a resounding “yes,” the best path forward is not quite so straightforward. There is some much...
by Emily Hermano | Aug 10, 2021 | Financial Planning
“Money doesn’t change men. It merely unmasks them.” – Henry Ford You’ve worked incredibly hard to become successful, and with success often comes financial gain. Whether you’ve built up a thriving business, sold off valuable assets, exercised stock...