Anthea Perkinson, CFP

Anthea Perkinson, CFP, is founder of Monterey Associates, LLC, a fee-only planning firm in Pelham, New York, and a past president of the Financial Planning Association of New York. MontereyAssociates.com

Articles by this author

Personal Finances

Strategies to Simplify Your Money… and Your Life

September 15, 2022

When we look to improve or alter our financial lives, we instinctively add stuff. The result? An unwieldy mess of too many credit cards, accounts,...