8 Feb 2024
0 Commentsmost common scams
The following scams are estimated to account for over 65 percent of fraud complaints More
managing money
13 Oct 2023
0 Commentsclaim your lost money
At first glance it may not appear legit, but au contraire, the New York State More
15 Mar 2023
0 Commentshomeowners insurance must knows
We sat down with Peter Lanza, Vice President of Personal Lines Insurance at Rye Brook’s BNC Agency More
26 Jan 2023
0 Commentsscammers still thriving
The Westchester County Department of Senior Programs and Services wants you to know that scammers and con artists More
23 Aug 2022
0 Commentsstretch your grocery budget
In today’s world, grocery shopping can seem more like a burden than an opportunity to More
30 Mar 2022
0 Comments529 plans for grandchildren
A client of mine recently reached out about whether or not to fund a 529 plan for his More
7 Sep 2021
0 Commentsorganize your finances
If you’re like me and have spent the last few months enjoying the beautiful outdoors, you may be facing a pile More
5 May 2021
0 Commentsunemployment benefits fraud
According to the New York State Department of Labor, over 425,000 fraudulent unemployment benefit claims have been identified during the Covid-19 pandemic. More
12 Feb 2021
0 Commentsfree tax help during covid
As with many other programs, the AARP Foundation Tax-Aide program is yet another semi-casualty of the pandemic. While it will be in place this year, in very limited form, in-person help will be mostly curtailed. But help is still out there for those determined to get it.More
13 Jan 2021
0 Commentspayment apps
If you’ve become comfortable using and viewing your credit card app and banking app onMore
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
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
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11 Feb 2024
0 Commentsfree tax prep
The AARP Foundation is again funding the Tax-Aide Program in 2024. More