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The Importance of Power of Attorney When Living with a Terminal Illness

The Importance of Power of Attorney When Living with a Terminal Illness

by Joyce Streithorst | Jun 13, 2025 | In The News

What You Need to Know If you are diagnosed with a terminal illness, it can feel as if you are losing control over everything. A sense of uncertainty may weigh heavily on your mind as you wrestle with questions about the path you are now on. As you and your loved ones...
What is a Trusted Contact and Do You Need One?

What is a Trusted Contact and Do You Need One?

by Joyce Streithorst | May 16, 2025 | Couples, Estate Planning, Families, Financial Planning, Newsletter, Seniors, Women

What You Need to Know There are times in life when we may be hard to reach, whether by choice or due to circumstances. You might be on a long-awaited dream vacation and intentionally “unplugged,” enjoying time away from calls and messages. Or you could be in a remote...
Strategic Financial Steps for Empty Nesters

Strategic Financial Steps for Empty Nesters

by Joyce Streithorst | Mar 28, 2025 | Couples, Families, Financial Planning, Newsletter, Retirement, Seniors

Moves You Should Make When Your Children Leave Home The term “empty nest” can bring with it many mixed emotions for parents. Whether a child is heading off to college or they are moving out of the family home and into their first apartment, this is a transition stage...
Planning for Tomorrow While Meeting Today’s Needs

Planning for Tomorrow While Meeting Today’s Needs

by Joyce Streithorst | Feb 26, 2025 | Couples, Families, Financial Planning, Newsletter, Women

Finding the Balance So You Can Achieve Your Goals From Your 30s Through Your 60s “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” This quote from the popular 80s movie, Ferris Bueller’s Day Off, is a good reminder to stop...
Personal Finance Calendar

Personal Finance Calendar

by Joyce Streithorst | Dec 29, 2024 | Couples, Families, Financial Planning, Seniors, Women

Personal Finance is an ongoing process.  This is not a one-time project but instead a continuum that is constantly changing and needs to be reviewed, updated and adjusted.  Many things can get you off target and having a process will help to keep it on track.  If we...
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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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