Family Financial Planning Guide

Family Financial Planning Guide

How to Do Financial Planning for Families Financial planning for families doesn’t have to be overwhelming.  Whether a family is comprised of young newlyweds looking to create a solid plan for the future, middle-aged income earners eyeing both retirement and...
Why a Health Care Proxy is Important

Why a Health Care Proxy is Important

Ensuring You Have a Voice in Your Health Care Recently, a friend’s mother was rushed to the emergency department of a Long Island hospital.  She had a high fever and was experiencing symptoms that the family felt were indicating she might test positive for the...
What is Secure Act?

What is Secure Act?

SECURE Act & Tax Extenders Passed The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was signed into law on December 20th. It previously passed the U.S. House of Representatives in July 2019 and then the Senate on December 19th. It...