by Joyce Streithorst | Mar 12, 2019 | Wealth Management
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...
by Joyce Streithorst | Mar 9, 2019 | Wealth Management
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....
by Jason Sacks | Mar 7, 2019 | Wealth Management
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...
by Joyce Streithorst | Feb 16, 2019 | Wealth Management
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...
by David Frisch | Feb 8, 2019 | Wealth Management
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...
by Joyce Streithorst | Nov 9, 2018 | Wealth Management
Will There Be Enough Left for Me? According to the Social Security Administration, “A man reaching age 65 today can expect to live, on average, until age 84.3. A woman turning age 65 today can expect to live, on average, until age 86.7.” Factoring in...
