James Pantzis’ Nine Can’t Miss Questions For Year-End Tax Planning

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters. And this year, there are LOTS of things to consider as we approach 12-31-18. Because yes — the standard deduction this year has been significantly increased, and it might make sense for you to take that. Or, it might not. There are so … Read More

James PantzisJames Pantzis’ Nine Can’t Miss Questions For Year-End Tax Planning

James Pantzis’ Reflections On Lincoln’s Thanksgiving Proclamation While Our Country Is In Chaos

Is it just me, or does it feel like Thanksgiving week arrived suddenly this year? And how did it get here so fast? With so many momentous events over the past few weeks (elections, shootings, wildfires, and more), it feels a bit surreal — and incongruous, even — to think about pausing for the sake of giving thanks. But, as … Read More

James PantzisJames Pantzis’ Reflections On Lincoln’s Thanksgiving Proclamation While Our Country Is In Chaos

One Significant Habit Of The Wealthy In Brooklyn — Generous Charitable Contributions

Now that we have a divided Congress again, we can all sit back and enjoy the gridlock that is headed our way. Or something. I don’t blame you if you tune out from politics — and I also don’t blame you if you find yourself jumping more intentionally into the fray. There’s lots to be frustrated by, and plenty to … Read More

James PantzisOne Significant Habit Of The Wealthy In Brooklyn — Generous Charitable Contributions

What To Do When You Experience A Sudden Income Increase In Brooklyn

I don’t know about you, but I am *celebrating* the end of all of the automated phone calls and ads, now that this election is behind us. And no matter how you feel about the results, I hope we can all agree that it’s good to put all the shouting behind us. Er, well … maybe the shouting never ends. … Read More

James PantzisWhat To Do When You Experience A Sudden Income Increase In Brooklyn

One Trump Tax Plan Mistake That James Pantzis Wants You To Avoid

The internet can be a confusing, anxiety-inducing space. The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences. But on top of it all, finding good information about how to rightly handle your finances in light of the … Read More

James PantzisOne Trump Tax Plan Mistake That James Pantzis Wants You To Avoid

Delayed Gratification: Staying Focused to Get Ahead (Later) in Brooklyn

delayed gratification

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation’s capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in horse racing. Now, well … there’s baseball. But this is a good … Read More

James PantzisDelayed Gratification: Staying Focused to Get Ahead (Later) in Brooklyn

Focus Training For Folks In Brooklyn

focus training

Now that we’re into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter … and, if you’re like me, “focus” becomes something I have to set myself towards. It doesn’t just “happen” — especially when the days are hot. It might be simply because tax season is now fully behind us, and … Read More

James PantzisFocus Training For Folks In Brooklyn

Instilling Financial Literacy For Kids In Brooklyn

financial literacy for kids

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics — all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the sake of our constitutional freedoms. However, when you talk to veterans from … Read More

James PantzisInstilling Financial Literacy For Kids In Brooklyn

How To Manage Money For Brooklyn Millennials

How To Manage Money

I’ll tell you what… The month of May is beginning to look a lot like December. Definitely not because it’s cold out there, but with so much “end of school year” stuff happening these days, from graduation parties (ranging from pre-k “graduations” all the way up through college and beyond), to weddings (both royal and otherwise), to sports seasons wrapping … Read More

James PantzisHow To Manage Money For Brooklyn Millennials

James Pantzis’ Three Tips For Resisting Financial Process Automation

Financial Process Automation

Did you see Google’s demonstration of their new virtual assistant technology, Duplex, last week?   If you did, like me, probably you were both amazed … and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that machines and robots can engage in regular human interaction — with the human … Read More

James PantzisJames Pantzis’ Three Tips For Resisting Financial Process Automation