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
8 Mar 2019
0 CommentsThe Basic STAR exemption (less commonly known as the NY State School Tax Relief program) is availableMore
17 Jan 2019
1 CommentA number of years ago, I began working with a couple who lived in Manhattan. More
14 Sep 2018
3 CommentsUntil recently, many parents relied on home equity loans to pay for college. But, with last year’s tax law More
14 May 2018
0 CommentsPerhaps you’re finding yourself in a situation similar to mine. My bright orangeMore
23 Apr 2018
0 CommentsYour home’s mortgage is nearly paid off, and student loans are likely to be of the long-ago past. More
19 Mar 2018
0 CommentsThe new tax law made sweeping changes on many fronts. The big change, especially More
14 Feb 2018
0 CommentsFor easily 25 years now, Westchester seniors have been able to get their tax returns processed and filed for free. More
15 Jan 2018
0 CommentsA Certified Financial Planners (CFP) is trained to assess your financial situation, evaluate your investments, and develop a planMore
6 Jan 2018
0 CommentsIn my work as a Certified Financial Planner, I always discuss the topic of housing with my clients as they plan for retirement. More
2 Oct 2017
0 CommentsIn 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
10 Jul 2017
0 Comments“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
0 CommentsWe 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
12 Feb 2017
0 CommentsDid you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t talkingMore
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