8 Feb 2017
nursing home medicaid in ny
With the cost of long term care in a skilled nursing center in Westchester running upwards of $400 a day and as much as $150,000 a year, most people cannot afford More
money / work
4 Feb 2017
funding home improvements
My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer consultant, and Nancy teaches part-time at a local More
31 Jan 2017
making tax time less taxing
What’s the best thing you can do to make tax time less “taxing,” so to speak? Set up your 2017 tax file today. Yes, you read that right – start now! More
29 Jan 2017
investing essentials
Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way. More
23 Jan 2017
understanding probate: and how to avoid it
Probate generically refers to the process of winding up one’s life affairs, and distributing property to loved ones. But as a legal matter, not all assets are distributed More
15 Jan 2017
understanding medicare
Everyone who has Medicare, or is soon to take the plunge into it, hopefully understands that Parts A, B and D can be delivered to you in different ways. More
2 Jan 2017
let’s talk social security
You’ve been paying in to Social Security for decades and now you’re ready to start collecting benefits. Before you make the very important decision of when to start More
12 Dec 2016
volunteer in westchester… and change the world
Whether you’re an empty nester, recent retiree or beyond, this next act of your life presents an opportunity to get involved in your community. More
5 Dec 2016
is dad okay
Often, clients will inquire about obtaining a guardianship for a parent (or other family member) that they feel may need some oversight. This is usually prompted More
15 Oct 2016
second marriages
The complexities attending second marriages often times require special attention, particularly if there are children from a prior marriage, More
22 Sep 2016
long-term care insurance
Patricia and Ben, clients of mine, planned to retire at the age of 65. Recognizing the increasing daily needs of their own parents, Patricia and Ben began to question More
15 Sep 2016
financial fitness through the decades
Financial planning is a process. It occurs over the course of our lives and should reflect our changing needs as we age. Why plan? Studies have shown that retirees More
12 Feb 2017
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protect yourself from identity theft
Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t talking More