4 Aug 2020
avoiding covid scams
Covid-19 has turned our world upside down. Many of us have been spending the last few More
managing money
5 Jun 2020
your coronavirus stimulus check
The Westchester County Department of Senior Programs and Services is encouraging all seniors More
18 Apr 2020
aarp tax help-covid update
With the COVID-19 outbreak and ensuing IRS tax filing extension until July 15, 2020, the AARP More
21 Jun 2019
why not to pay down your mortgage
Susan and Bob came to my office to discuss their financial situation. They proudly announced, More
14 Jun 2019
your parent’s debt
Let’s say Mom is retired and pining for a new car. You know she can afford it. So to give her the push she needs, More
8 Mar 2019
enhanced star – new rules
The Basic STAR exemption (less commonly known as the NY State School Tax Relief program) is available More
17 Jan 2019
selling your life insurance
A number of years ago, I began working with a couple who lived in Manhattan. More
14 Sep 2018
paying for your grandkids’ education
Until recently, many parents relied on home equity loans to pay for college. But, with last year’s tax law More
14 May 2018
buy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orange More
23 Apr 2018
do credit scores (still) matter?
Your home’s mortgage is nearly paid off, and student loans are likely to be of the long-ago past. More
19 Mar 2018
the new tax law: what changes for you?
The new tax law made sweeping changes on many fronts. The big change, especially More
14 Feb 2018
free tax help from aarp!
For easily 25 years now, Westchester seniors have been able to get their tax returns processed and filed for free. More
15 Jan 2018
what to know about certified financial planners
A Certified Financial Planners (CFP) is trained to assess your financial situation, evaluate your investments, and develop a plan More
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27 Sep 2020
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cashing in on what’s hot
We consulted with the team at Astor Galleries in Kingston, NY, a collectibles and estate appraisals and liquidation More