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Retirement Planning for Women

Retirement Planning for Women

How is preparing for retirement different for women? Retirement Planning Challenges Only Women Face Women must approach retirement planning differently than men. While there are always exceptions to the rule, statistics show that women both live longer and make less...

Toughing It Out for a Good Cause

Toughing It Out for a Good Cause

Team Red, White & Blue Chances are if you’ve ever been witness to a marathon or obstacle race, you’ve seen participants wearing red shirts with an eagle emblazoned on the front. You might see people wearing these shirts in your local gym, in a yoga class or...

How 2019 Divorces are Affected by the New Tax Law

How 2019 Divorces are Affected by the New Tax Law

Will you be paying more? Breaking up is hard to do. Many times, when a marriage comes to an end and divorce proceedings begin, the business of dividing a couple’s finances can be frustrating even in the most amicable situations. As a result of the Tax Cuts and Jobs...

Qualified Charitable Distributions

Qualified Charitable Distributions

How You Can Benefit from Donating to Charitable Organizations For individuals 70 ½ or older, Qualified Charitable Distributions (QCD) can be an excellent way to donate to qualified organizations which may be close to the heart, while also enjoying the financial...

2018 Income Taxes

2018 Income Taxes

New Tax Law Updates As you are compiling and preparing your 2018 tax returns, you can now see more of the impact of the new tax law. Different Look We immediately notice that many of the tax forms look different. The regular Form 1040 formerly consisted of 2 pages....

How to Prepare Your Portfolio for a Market Downturn

How to Prepare Your Portfolio for a Market Downturn

Steps that you can take right now What goes up, must come down…and then go back up again? Regardless of how well equity markets have performed over the last few years, downturns in the stock market and the U.S. economy are common. The severity of these downturns...

The Importance of an Emergency Fund

The Importance of an Emergency Fund

Prepare Today for Tomorrow's Unexpected Events The recent United States Government shutdown provided us with a new reminder of the importance of maintaining an emergency fund. An estimated 380,000 federal workers were furloughed and an additional 420,000 were working...

Grieving Your Real Estate Taxes

Grieving Your Real Estate Taxes

Three Ways You Can Challenge Your Assessment Residents of Westchester and Nassau Counties in New York pay some of the highest real estate taxes in the country. As state and local tax deductions are now capped at $10,000, many taxpayers who formerly received a tax...

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