23 Apr 2018
0 Commentsdo 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
managing money
19 Mar 2018
0 Commentsthe 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
0 Commentsfree 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
0 Commentswhat to know about certified financial planners
A Certified Financial Planners (CFP) is trained to assess your financial situation, evaluate your investments, and develop a planMore
6 Jan 2018
0 Commentshow 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
2 Oct 2017
0 Comments5 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
10 Jul 2017
0 Commentspaying 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
0 Commentssave 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
12 Feb 2017
0 Commentsprotect yourself from identity theft
Did 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
31 Jan 2017
1 Commentmaking tax time less taxing
What’s the best thing you can do to make tax time less “taxing,” so to speak? Set up your 2017 tax file today. Yes, you read that right – start now!More
29 Jan 2017
0 Commentsinvesting essentials
Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way.More
3 Sep 2016
the real cost of unpaid caregiving
A 2011 MetLife study on the cost of caregiving revealed some startling statistics. Namely, about a quarter of adult children, primarily baby boomersMore
14 May 2018
0 Commentsbuy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orangeMore