14 Mar 2023
0 Commentsestate planning mistakes
It is a common misconception that only the “uber rich” need an estate plan, when in actuality, More
money / work
3 Feb 2023
0 Commentsnot your parents’ retirement
Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. More
27 Jan 2023
0 Commentspricing your home
Does this find you wondering whether buying or selling a home based on a per square foot price is still a thing? More
26 Jan 2023
0 Commentsscammers still thriving
The Westchester County Department of Senior Programs and Services wants you to know that scammers and con artists More
13 Jan 2023
0 Commentsinflation reduction act and medicare
The Inflation Reduction Act is poised to save money for people on Medicare, More
7 Dec 2022
0 Commentsmeet our volunteer heroes
A former school librarian who coaches Latino youth with college applications; a retired teacher More
6 Dec 2022
0 Commentsrevocable or irrevocable?
Trusts are excellent vehicles for probate avoidance, management of assets, ease of More
7 Oct 2022
0 Commentssidestepping obstacles to medicaid
Filing for Medicaid can be a maze of obstacles with potential pitfalls around every bend.More
6 Oct 2022
0 Commentsmedicare counseling returns
Great news! Two new Westchester County Medicare helplines are now operational—and available More
3 Sep 2022
0 Commentsstaying in control
All too often, I am contacted by children of an aging parent or loved one who hasn’t planned More
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
16 Jun 2022
0 Commentsplanning for digital assets
As someone who grew up during the introduction of electronic banking, text messaging, and More
8 Jun 2022
0 Commentsprior authorizations under medicare
No doubt about it, (65 and older) baby boomers and seniors are shifting from More
15 Mar 2023
0 Commentshomeowners insurance must knows
We sat down with Peter Lanza, Vice President of Personal Lines Insurance at Rye Brook’s BNC Agency More