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How to Speak with Your Senior Parents About Finances

How to Speak with Your Senior Parents About Finances

by Joyce Streithorst | Aug 29, 2021 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors, Women

BUILDING HEALTHY FAMILY FINANCES: Don’t Delay Having These Important Conversations This is our third article in a 5-part series on Building Healthy Family Finances. Not many people would say that they look forward to sitting down with their aging parents to...
Some Important Family Discussions You Should Consider

Some Important Family Discussions You Should Consider

by Joyce Streithorst | Aug 26, 2021 | Estate Planning, Families, Financial Planning, Seniors, Women

BUILDING HEALTHY FAMILY FINANCES: Talking About Money This is our second article in a 5-part series on Building Healthy Family Finances If the thought of talking about money makes you uncomfortable, you’re not alone.  Many Americans shy away from discussions about...
Financial Conversations for Couples Joining Their Lives

Financial Conversations for Couples Joining Their Lives

by Joyce Streithorst | Jun 25, 2021 | Couples, Financial Planning, Women

BUILDING HEALTHY FAMILY FINANCES: Important Things Both Partners Should Know This is our first article in a 5-part series on Building Healthy Family Finances. In the early stages of a relationship, there’s so much to learn about a new partner.  What are their dreams...
Tax Filing Deadline Moved from April 15th to May 17th

Tax Filing Deadline Moved from April 15th to May 17th

by Joyce Streithorst | Mar 31, 2021 | In The News, Tax

IRS Extends Filing and Payment Deadline Due to the pandemic and the recent passing of the American Rescue Plan Act, the IRS has moved this year’s tax filing deadline from April 15 to May 17, 2021 in order to give taxpayers more time to organize their documents, adjust...
Women’s Involvement in Family Financial Decisions

Women’s Involvement in Family Financial Decisions

by Joyce Streithorst | Mar 23, 2021 | Families, Financial Planning, Investments, Retirement, Tax, Women

The Power of Knowledge Women of different generations have always faced unique challenges.  Baby boomers born between 1945 and 1964 redefined the expectations of traditional women’s roles as they sought more empowerment in their choices, pursuing equality in both the...
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Primary Long Island Office Location

445 Broad Hollow Road
Suite 215
Melville, NY 11747
P: 516-694-7900
F: 516-694-7901

Other Areas We Serve

1140 Avenue of the Americas
9th Floor
New York, NY 10036
P: 212-983-8444
F: 212-983-8151

2202 N. West Shore Blvd
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501

777 Westchester Ave
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808

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