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Financial Planning
Financial Freedom | Sapphire Wealth Advisory Group
July is the time to start preparing for the upcoming independence of the new college kids in your household. If your children are still young and you’re not quite ready to pack their bags for school you still have a few years to think about this stuff. By being intentional about planning for your children’s...
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A Commencement Address Many Wish They Heard 20 Years Ago   Dear Graduates, Congratulations! You are about to embark on the next phase of your life. Now that you have graduated from your respective school, whether it be high school, college, or graduate school you will be faced with making very important decisions about your...
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Special Needs Children Financial Planning | Sapphire Wealth Advisory Group
“Planning for a child with special needs is not as easy as 1-2-3” When a couple starts a family, many imagine raising a healthy child in an environment that affords them the opportunity to succeed. Parents may already envision sending their child(ren) to camp or signing them up for after-school programs. It’s perfectly expected. Today,...
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Estate Planning | Sapphire Wealth Advisory Group
“The difference between having an estate plan and not is the same between leaving a legacy or a mess” When we get older there are so many concerns we begin to develop about the future, and objectives that we still hope to accomplish. Whether it be professionally, academically, or financially. We go to school to...
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Financial Planning | Sapphire Wealth Advisory Group
“I wish I had someone teach me about money when I was in high school” I am sure that many professionals who work closely with clients in helping them with their financial, tax, or estate planning have heard them say, “I wish I learned this years ago”. Obviously, there is nothing we can do to...
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Expenses | Private School | Sapphire Wealth Advisory Group
“My parents will pay for my children’s private school” In recent years many young and up-and-coming professionals, those of whom are married and/or have children are discovering some of the challenges of living a moderate lifestyle – it is expensive! Whether it be having one child or multiple children, the expenses keep rising every year...
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Financial Planner New York NY
The fundamentals of financial planning are quite easy – save more than you spend in the earlier stage of your career so that when you get older, ultimately retire you can enjoy and relax.
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Time Equals Money | Financial Planning | Sapphire Wealth Advisory Group
We know that time permits us to do many things. It gives us the opportunity to learn new things, build projects or businesses, or even to purchase something now that will only increase in cost the longer one waits.
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Long-Term Investments | Financial Planning | sapphire Wealth Advisory Group
Over time your investments will yield a higher return with long-term investing, as opposed to short term gain & benefits.
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