13 Jan 2021
0 Commentspayment apps
If you’ve become comfortable using and viewing your credit card app and banking app onMore
money / work
6 Jan 2021
0 Commentsag james’ scam warning
With seniors more isolated than ever due to Covid-19, New York Attorney General Letitia James More
16 Dec 2020
0 Commentsready to retire?
“What is the burning issue that prompted you to call me?” That’s the first question I ask people More
7 Dec 2020
0 Commentsdisinheriting a child
I am often asked about this topic by my clients, especially when they are alienated from and wish to More
27 Oct 2020
0 Commentsself-proving wills
A Last Will and Testament is perhaps the most important part of your estate plan. As you may already know, More
4 Oct 2020
0 Commentsoriginal v. medicare advantage
When did you last compare your Medicare coverage to other potentially cheaper options? Whether youMore
27 Sep 2020
0 Commentscashing in on what’s hot
We consulted with the team at Astor Galleries in Kingston, NY, a collectibles and estate appraisals and liquidationMore
21 Sep 2020
0 Commentsreinventing retirement
Society would have us believe that as we age into our 60s, we should be at or close to retirement, that our More
14 Sep 2020
0 Commentsleaving money to adult children
Many individuals grapple with the decision of whether to leave their assets to their adult children, More
10 Aug 2020
0 Commentsfinal wishes: who decides?
When a loved one passes away, decisions must be made with respect to funeral arrangements and More
4 Aug 2020
0 Commentsavoiding covid scams
Covid-19 has turned our world upside down. Many of us have been spending the last few More
19 Jul 2020
0 Commentsspecific bequests
While leaving a specific gift sounds simple, a lot can change if you no longer own the item, replace it, More
17 Jul 2020
0 Commentssafeguarding your retirement
You’ve been planning for this for years: the ability to retire. You’ve saved diligently, discussed the transition More
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14 Jan 2021
0 Commentsconversations: financial security
Listen in to Conversations. In this podcast, we talk with Alice Tseng about how reverse More