Eric Dostal

J.D., CFP®
Personal Finance, Retirement, Taxes
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“Eric Dostal is an Advisor at Sontag Advisory an independent registered investment advisory firm that serves clients in over 30 states and acts as a wealth manager, investment adviser, consultant, and fiduciary.”
Firm:

Sontag Advisory

Job Title:

Advisor

Biography:

A believer in continuing professional development, Eric Dostal obtained the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation, and graduated with a JD from St. John’s University School of Law. Eric recognizes the challenges investors face when planning their retirement and therefore he helps clients retire when and how they would like. Eric focuses primarily on providing affluent and high net worth individuals with expert, comprehensive and impartial financial planning advice to help those individuals achieve their unique life goals.

After joining Sontag Advisory in 2013, Eric has worked extensively with clients over the past 4+ years to create and implement their unique financial plans. Eric has demonstrated a high degree of skill developing and overseeing the investment, insurance, retirement, tax and estate planning strategies of his clients.

Eric currently lives in Merrick, New York with his wife Jamie and daughter Madeline. When not in the office, you can often find him spending time with family and friends. He also recharges by sitting down with a good book and honing his culinary skills.

Education:

JD, St. John's University School of Law
B.A. - History, SUNY Geneseo

Fee Structure:

Fee only

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  • Eric Dostal
All Articles
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July 2017
    Investing, Personal Finance, Starting Out
June 2017
May 2017
April 2017
    Debt, Real Estate, Tax Deductions / Credits
April 2017
    Estate Planning

All Answers
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Most Helpful
    Personal Finance, Starting Out
Should an 18 year old with their first job get a debit or credit card?
100% of people found this answer helpful

My advice would be to try to obtain a credit card with a $500 line of credit and then use it as if it is was debit card. Meaning only use the card to buy things you already have the money for and pay your balance in full each month. The bank where you have your checking account may have a card that will work for you.

One thing to keep in mind, there are some robust restrictions around extending credit to students under the age of 21 unless the applicant can demonstrate the independent ability to repay or has an adult co-signer who agrees to accept joint liability for the account. This may make getting a card difficult depending on your individual circumstances.  

Starting to build your credit history at 18 is a great goal and will help you out immensely later in life. Just remember to be careful and not spend more than what you can repay by the end of the month. 

July 2017
    Estate Planning, Real Estate
What should I do with an unwanted inheritance?
100% of people found this answer helpful
August 2017
    Estate Planning, Real Estate, Taxes
What are the taxes on a trust account property?
100% of people found this answer helpful
September 2017
    Investing, Bonds / Fixed Income, Stocks
Should I keep bonds in my portfolio if interest rates rise?
93% of people found this answer helpful
March 2017
    Personal Finance, Starting Out
If you had to give a young adult one piece of financial advice, what would it be?
93% of people found this answer helpful
April 2017