13 Jan 2021
0 Commentspayment apps
If you’ve become comfortable using and viewing your credit card app and banking app onMore
managing money
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
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
5 Jun 2020
0 Commentsyour coronavirus stimulus check
The Westchester County Department of Senior Programs and Services is encouraging all seniorsMore
18 Apr 2020
2 Commentsaarp 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
0 Commentswhy 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
0 Commentsyour 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
0 Commentsenhanced star – new rules
The Basic STAR exemption (less commonly known as the NY State School Tax Relief program) is availableMore
17 Jan 2019
1 Commentselling your life insurance
A number of years ago, I began working with a couple who lived in Manhattan. More
14 Sep 2018
3 Commentspaying 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
0 Commentsbuy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orangeMore
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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