Financial Planning

Money Talking

It’s February. Do You Know Where Your New Year’s Resolutions Are?

Friday, February 06, 2015

Making changes at work and at home takes time and commitment. Here’s how you can do it.


New Tech City

New Tech City: Will Personal Finance Apps Replace the Financial Planner?

Tuesday, April 16, 2013

With Tax Day come and gone again, New Tech City’s Manoush Zomorodi looks at the online services that might help you get on top of your finances for the this year.


The Brian Lehrer Show

Personal Finance Myths

Wednesday, January 09, 2013

Helaine Olen, blogger for Forbes and author of Pound Foolish: Exposing the Dark Side of the Personal Finance Industry, takes a hard look at the personal finance industry and questions some of its practices.

Comments [16]

The Takeaway

Baby Boomers Squeeze Savings to Support Parents and Children

Wednesday, May 02, 2012

According to a new survey from Ameriprise Financial, just one in four baby boomers are saving for their retirement. Instead, many are putting their money towards helping their aging parents and adult children. Suzanna de Baca, vice president of wealth strategies at Ameriprise Financial, explains the pinch boomers are finding themselves in. Takeaway listener Mark Niedt in Denver explains why he has been helping support his adult children.

Comments [5]


Q&A | 5 Questions with a Financial Planner

Friday, December 30, 2011

The end of the year is usually a time where people take a look at their finances to get ready for taxes or prepare for the new year. WNYC spoke with Certified Financial Planner Clare Stenstrom, with Bourne Stenstrom Lent Asset Management, Inc., to find out what steps people can take before the year closes out.


The Brian Lehrer Show

What to Do If We Default

Tuesday, July 26, 2011

Beth Kobliner, financial journalist, author of Get a Financial Life: Personal Finance in Your Twenties and Thirties, and member of the President’s Advisory Council on Financial Capability, gives advice on how to plan for the possibility of the U.S. defaulting on its debts.

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Saying 'I Do' Is Easy -- Figuring Out Same-Sex Taxes Is Complicated

Monday, June 27, 2011

Since New York's legislature voted to make gay marriage legal, accountants say they've been inundated with calls from same sex couples asking for for advice. While there are benefits to tying the knot, those considering it should also consider the drawbacks.