Estate Planning, Financial Planning April is Financial Literacy Month – Plan for Your Future In the spirit of raising awareness of sound money management April is officially deemed “National Financial Literacy Month.” The U.S. … April 8, 2014 2 MIN READ
Estate Planning, Financial Planning Understanding Social Security Benefits for Seniors The words “Social Security” remain synonymous with retirement benefits for seniors. Earlier generations grew up with the understanding that Social … January 27, 2014 2 MIN READ
Estate Planning, Financial Planning Financial Advisors Discuss Ways to Save on Increased Capital Gains Taxes Many New Yorkers know that as part of the federal tax package compromise that was passed on January 1st of … September 19, 2013 2 MIN READ
Estate Planning, Financial Planning, Trusts Inadequate Retirement Worries? – Tips to Boost Your Savings Retirement saving. Those two works often strike immediate fear and worry in the heart of New Yorkers. It is hard … September 5, 2013 2 MIN READ
Estate Planning, Financial Planning Delaying Social Security: Should You Do It? There is no such thing as universal financial advice. When reading any news story blog post or magazine article one … August 30, 2013 2 MIN READ
Estate Planning, Estate Taxes, Financial Planning How Does New York Stack Up for Retiree Taxes? Do you have enough money to retire? It is a questions that tens of thousands of New Yorkers ask themselves … August 26, 2013 2 MIN READ
Asset Protection, Elder Law, Financial Planning, Senior Health Care Is There a New Way to Test for Dementia? It is a nightmare for many families. A senior shows signs of cognitive mental challenges–becomes forgetful and eventually is unable … August 22, 2013 2 MIN READ
Estate Planning, Financial Planning DOMA Ruling & Retirement for Same Sex Couples Much discussion around the Windsor case that struck down DOMA dealt with the estate tax. As a result of the … August 21, 2013 2 MIN READ
Estate Planning, Financial Planning Taxes & Withdrawal From Retirement Accounts Planning for retirement is rarely a simple task. For one thing a resident must carefully ask the basic question: How … August 7, 2013 2 MIN READ
