
Blog
4 Do’s and Don’ts When You Receive an Inheritance
Find a financial advisor that you trust. This may be a family member or friend’s advisor that you have been referred to.
Budgeting…a different view on it
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.
4 Retirement Plan Strategies That Seek to Grow Your Money
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.
Helpful Tips, Information and Nuances about Medicare
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)....
Death Without a Will in New York State
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...