1) Find a financial advisor that you trust. This may be a family member or friend’s advisor that you have been referred to. The financial advisor will be able to guide you through the process of consolidating and retitling assets, prioritize goals and manage your...
Budgeting. What feelings does this word invoke in you? Let me challenge you to redefine the word and what it means to you in regards to your finances. It can be an uncomfortable process, but the reward you may reap in the end could make it worth it. It does not...
1. Start small and be consistent. Making small contributions can really add up over a lifetime. Make sure you contribute at least what your employer will match. Not doing that is the equivalent of not picking up money you see on the ground. Contributing only...
Medicare is our government’s health insurance plan for people age 65 or older (with exceptions). There are four parts to Medicare; Part A (Hospital Insurance), Part B (Medical Insurance), Part C (Medicare Advantage plans) and Part D (Prescription drug coverage)....
If you die without a will in New York, your assets will go to your closest relatives under state “intestate succession” laws. Here are some details about how intestate succession works in New York. Which Assets Pass by Intestate Succession Only assets that would have...
