17 Jan 2019
selling your life insurance
A number of years ago, I began working with a couple who lived in Manhattan. More
managing money
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
6 Jan 2018
how housing plays into planning for a longer retirement
In my work as a Certified Financial Planner, I always discuss the topic of housing with my clients as they plan for retirement. More
29 Dec 2017
using home equity to fund medical costs
My client, Dora, lives with her adult son, Ivan, who has special needs. After Dora’s husband passed away, she was More
2 Oct 2017
5 things i wish i told my dad
In 2014, my father was diagnosed with Lewy Body Dementia which is the second most common type of dementia after Alzheimer’s disease. Little did my family know More
25 Sep 2017
still have questions about reverse mortgages?
We recently sat down with Alice Tseng, a licensed loan originator who works exclusively with the Home Equity Conversion Mortgage (HECM) program, to address More
10 Jul 2017
paying for long term care
“My loved one needs long term care but can’t qualify for Medicaid…..”
I hear this time and time again. However, more often than not, caregivers do not have accurate information. As a result, they either exhaust their own time and/or More
9 Jul 2017
save more – spend less
We are all doing our best to become or remain physically fit by eating well, exercising and staying active. Let’s take that to the next step and consider our financial fitness. More
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9 Feb 2019
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aarp tax help
Established some 50 plus years ago, the AARP Foundation Tax-Aide organization is More