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
money / work
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 Sep 2016
medicare basics
How much do we really have to know about Medicare and the intricacies of the health coverage for those aged 65 and older? More
5 Sep 2016
medicare coverage for rehab
Understanding your coverage under Medicare is essential, especially when dealing with a hospitalization. There are so many things to consider, so asking yourself More
4 Sep 2016
the rules of gifting
With an increasing number of boomers and seniors inquiring about “gifting” to their children and grandchildren, perhaps to fund education or even help with More
31 Jan 2017
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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