Ms. Money

Ms. Money Musings on money by an independent Ms. Money can't buy happiness. But, I believe, a healthy relationship with money can. in Sociology from Vassar College.

Having worked with hundreds of families as a Certified Financial Planner(TM) from my offices in Manhattan and Kinderhook, NY, I am still surprised by how few have taken time to consider and prioritize the goals most likely to help them feel financially, professionally, and charitably fulfilled. My mission is to help you identify those priorities that could set you on a path to financial wellbeing

—whether it be maintaining a career that pays little but fulfills a lot; financially supporting other family members; sending your children to elite colleges; or making significant charitable contributions to causes you care about. I then apply my quantitative knowledge, ranging from complex tax planning to charitable trust strategizing to custom portfolio management--to set you on a path to meet those goals. Meet Marisa:


Marisa Rothstein, JD, Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®)
A Certified Financial Planner and Accredited Estate Planner, Marisa also holds a JD from Cardozo School of Law, a Graduate Certificate in Labor Studies from the City University of New York, and a B.A. Marisa serves on the Board of Trustees Finance Committee of the Kinderhook Memorial Library; acts as Vice President-Head of Development for the Thon Met African Peace Foundation; and provides pro bono financial advice as a volunteer for Savvy Ladies. Outside the office? Marisa can be found swimming laps at the YMCA, reading the latest non-fiction releases or indulging in sushi.

08/25/2026
Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
03/14/2025

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
03/12/2025

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Are you ready for school—again?
03/10/2025

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Have you used a junk-drawer approach to manage your investments?
03/07/2025

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

This message provides a look at how variable rates of return impact investors over time.
03/05/2025

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
03/03/2025

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

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