Quick and Easy Ways to Save

Create A Budget Having a budget and sticking to it can improve anyone’s financial picture. Yes, it takes discipline but in today’s tech-friendly world it can all be done from your fingertips. Apps and websites like Mint.com and Level Money can directly connect to your Checking Account, Savings Account, and credit cards so you can…
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The Importance of Setting Life Goals – Goodbye NYC, Hello Florida!

I was recently unpacking boxes from my move from NYC to Florida when I came across a note pad where I had jotted down some life goals. I couldn’t help but smile when I realized nearly everything on the list had been accomplished! I wanted to take a moment and write this letter to share…
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Are you Frugal?

What does “being frugal” mean? It’s more than just being thrifty and trying to save every nickel and dime when you get the chance to. If you are truly frugal, its lifestyle and not an activity. Being frugal is not something one turns on and off, it’s a commitment. To embody a frugal attitude requires you…
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Being Productive When You Are Online

During your free time, either after work or during the weekends, how often do you end up spending an embarrassing amount time getting into a rabbit hole of videos or articles? For me, I have been known to venture into a rabbit hole of watching old Duke basketball highlights for longer than I am willing…
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RESOURCEFUL WAYS TO EARN EXTRA MONEY

Unless you are one of lucky few than have a fat wallet and bank account that resembles a phone number, odds are that you are always looking for ways to save a little extra here and there and grow your monthly income any way possible.  Beginning a taking on a side job in addition to…
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7 Tips To Use LinkedIn And Other Tech To Capture And Keep Clients

The following article was published in Forbes Magazine on February 28, 2017, and was written by Joanna Belbey. Sales, particularly in financial services, has always been an in-person, relationship business. Deals are forged with chit chat, on the golf course, over dinner, over time. However, there is a new generation of clients that is too busy, or…
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Things That Are NOT Worth Spending Extra On

How often do you find yourself at the end of the month pondering how you didn’t meet your savings goal? Ideally, this would never happen but life is often unpredictable and more expensive than what you had budgeted for. Below are some items that you may want to think twice before reaching for that shiny…
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Things That Are Worth Spending Extra On

Your Bed, Pillows, Bed Sheets     If you are like most hard-working individuals, you at least attempt to get 8 hours of sleep each night in order to recharge to tackle the challenges that you face when the sun rises each morning. Even if you aren’t one of the lucky ones that get have…
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Client Focused Advisors of New York City Named as Finalist in Signator Investors’ “Practice of the Year” for Second Consecutive

Firm Recognized for Excellence in Practice Management and Client Service As Reviewed by Independent International Management Consulting Firm BOSTON, MA, (December 1, 2016) — Client Focused Advisors of New York City and Long Island, led by co-founders Jason Hill, Matthew Hill, William Phillips, and Brett Sigler, was named as a finalist for the second consecutive year in…
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Saving Money on International Phone Plans

Saving Money on International Phone Plans Cell phones have become a necessity for both your leisure and professional life—but sometimes, phone contracts can be overwhelmingly expensive. This challenge is only amplified if you’re traveling, or even temporarily living, in another country. Managing your cell phone plan has an added dimension of difficulty when you travel…
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