3 Mar 2017
unretirement: figuring out your next act
This is an update to an earlier post because we can’t resist revisiting this topic, especially when new data is released: In 2015, almost a quarter of new businesses More
money / work
20 Feb 2017
0 Commentsa rose by any other name
Last week, my friend Rose called me. She was visiting her 80-year old mother, when her mom got a call from an advisor at the financial institution that holds 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
8 Feb 2017
2 Commentsnursing home medicaid in ny
With the cost of long term care in a skilled nursing center in Westchester running upwards of $400 a day and as much as $150,000 a year, most people cannot affordMore
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
23 Jan 2017
8 Commentsunderstanding probate: and how to avoid it
Probate generically refers to the process of winding up one’s life affairs, and distributing property to loved ones. But as a legal matter, not all assets are distributed More
15 Jan 2017
0 Commentsunderstanding medicare
Everyone who has Medicare, or is soon to take the plunge into it, hopefully understands that Parts A, B and D can be delivered to you in different ways.More
19 Dec 2016
2 Commentscommunity medicaid
Medicaid is complicated. The following case study should help you sort through the mazeMore
12 Dec 2016
3 Commentsvolunteer in westchester… and change the world
Whether you’re an empty nester, recent retiree or beyond, this next act of your life presents an opportunity to get involved in your community. More
5 Dec 2016
0 Commentsis dad okay
Often, clients will inquire about obtaining a guardianship for a parent (or other family member) that they feel may need some oversight. This is usually prompted More
15 Oct 2016
0 Commentssecond marriages
The complexities attending second marriages often times require special attention, particularly if there are children from a prior marriage, More
12 Sep 2016
medicare basics
How much do we really have to know about Medicare and the intricacies of the health coverage for those aged 65 and older?More
12 Mar 2017
0 Commentsa health care proxy
Richard, an 81 year-old widower, has had his Will and advanced directive documents (Power of Attorney, Health Care Proxy and Living Will) in order for some time. More