Category: Jay Abolofia

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Should you buy a used car? If so, how old?

June 25th, 2019 by

How much you spend on vehicles over your lifetime can be significant. The more you spend, the fewer financial resources you’ll have in your lifetime budget to spend on other needs and wants. In my previous article, I looked at the financial impacts of buying new versus leasing. In summary, leasing and re-leasing a new […]

Should you buy or lease your car?

March 20th, 2019 by

Your car is one of the most expensive items you own. Costs include the purchase of the car itself, finance costs, fuel, insurance, state fees, maintenance and repairs. According to the Bureau of Labor Statistics, vehicle-related expenses were the second highest after-tax expenditure (15%) for the average US household in 2017, between housing (33%) and […]

What does it take to retire early?

December 14th, 2018 by

Early retirement and the concepts of high savings rates, deliberate frugality and reducing one’s working hours continue to seep into the mainstream. Blogs like Mr. Money Mustache, Early Retirement Extreme, and the FIRE (financial independence, retire early) movement have become a topic of frequent conversation in the media and among many in their 30s, 40s […]

Inflation Assumption Updates And Your Financial Plan

January 25th, 2017 by

To improve our recommendations, we are re-evaluating the economic assumptions in our financial plans.  We will be rolling out newsletters and white papers on each assumption. In this article, I will discuss our new methodology for inflation and its effect on our recommendations. What is Inflation? Rarely a day goes by that we do not […]