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
managing money
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
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
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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