by Joyce Streithorst | Apr 6, 2020 | Wealth Management
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...
by Joyce Streithorst | Apr 6, 2020 | Wealth Management
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...
by Joyce Streithorst | Jan 24, 2020 | Wealth Management
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. ...
by Joyce Streithorst | Dec 31, 2019 | Wealth Management
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...
by Joyce Streithorst | Dec 23, 2019 | Wealth Management
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...
by David Frisch | Nov 25, 2019 | Wealth Management
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...
