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Ms.Money by Marisa Rothstein

Marisa Rothstein, JD, CFP®

Musings on money by an independent Ms.

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Artwork for Ms.Money by Marisa Rothstein

Latest Issues

Trump Accounts: Good and Ugly

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24 days ago

Trump Accounts Redux/Reflux

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As with all things Trump, the devil is in the details (and everywhere else. But for today we’ll focus on the details). While using the new Trump Accounts to sock away up to $5,000/year in tax-deferred growth f...

24 days ago

Why a Jewish banana cake?

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Last week, I wrote about my great grandma Sophie’s heavenly chocolate banana cake, which is now being lovingly baked by Sophie’s great great grandchildren from Santa Fe, New Mexico to West Hartford,...

a month ago

Why a Jewish banana cake?

On why my family’s only prized recipe, the one passed down from generation to generation from my Russian-born great-grandmother to my own daughter, is not a latke or brisket or even a babka.

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a month ago

Unpeeling the 24¢ Banana

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Ms. Money is written by me, Marisa Rothstein, lead financial advisor at Siena Private Wealth, a member of Advisory Services Network, LLC. Nothing contained...

a month ago

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    CERTIFIED FINANCIAL PLANNER (TM) professional on a mission to simplify finance.

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