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Blog

Two Seats on a Beach
Mira Mizrahi | May 24, 2022

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Vintage white car with tan interior
Mira Mizrahi | May 17, 2022

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Hand holding a house key
Mira Mizrahi | May 10, 2022

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Happy couple sitting in a park with their dog
Mira Mizrahi | May 3, 2022

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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man using a laptop
Mira Mizrahi | Apr 26, 2022

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Two people having a picnic by a lake
Mira Mizrahi | Apr 19, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Mira Mizrahi | Apr 12, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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side view of a car
Mira Mizrahi | Apr 5, 2022

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

Read More
colleagues gathered around talking
Mira Mizrahi | Mar 29, 2022

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Mira Mizrahi | Mar 22, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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stock image
Mira Mizrahi | Mar 15, 2022

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Hands holding a small wrapped present
Mira Mizrahi | Mar 8, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The Certified Financial Planner® associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, DC, FL, GA, MD, NJ, NY, NC, PA, TX, VA.

In addition she can transact insurance in the states listed above except Texas, and Virginia.

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