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
managing money
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
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
17 Jan 2019
1 Commentselling your life insurance
A number of years ago, I began working with a couple who lived in Manhattan. More
14 Sep 2018
3 Commentspaying for your grandkids’ education
Until recently, many parents relied on home equity loans to pay for college. But, with last year’s tax law More
14 May 2018
0 Commentsbuy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orangeMore
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
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
Instagram
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