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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...

Questions to Ask a Financial Advisor Before Hiring

Questions to Ask a Financial Advisor Before Hiring

How to Find a Financial Advisor Who is Right for You Hiring financial advisors is not something most people do every day.  With the uncertainty of any unfamiliar task comes questions.  Should I hire a financial advisor?  How do I know when to hire a financial...

Protect Yourself from Coronavirus Scams

Protect Yourself from Coronavirus Scams

Staying Vigilant Con artists are always active and looking for ways to take advantage of any situation they can exploit.  Beyond the price-gougers who are selling hand sanitizer for $100 per bottle and are upfront about how they want to get your money, online 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...

Setting Goals When New Year’s Resolutions Begin to Falter

Setting Goals When New Year’s Resolutions Begin to Falter

How you can still accomplish the changes you want to make in 2020 As the excitement of a fresh new decade starts settling into a routine, many people are finding that they are beginning to stumble in their efforts to maintain their New Year’s resolutions. ...

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...

Philanthropy Life Lessons

Philanthropy Life Lessons

Pass Your Values to Your Grandchildren Money can be used in limitless ways. Funding retirement, investing in businesses, traveling, purchasing real estate and giving the family members who come after you a head start in life are endeavors on which many people choose...

Year-End Tax Planning Ideas

Year-End Tax Planning Ideas

Tips to Help You Save As the end of 2019 is approaching, now is the time to review strategies that can help you maximize your tax savings. The Tax Cuts and Jobs Act of 2017, the largest tax law change in 30 years, may have altered the approach you need to take in...

Vetting Charitable Organizations

Vetting Charitable Organizations

Give Wisely this Holiday Season It’s the holiday season and the spirit of giving is in the air. From the familiar sound of a Salvation Army bell ringer asking for your spare change, to local food and clothing drives, there are many simple ways you can lend a helping...

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