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Apr
11
One of the questions we often here when we are out talking about our services or networking throughout Long Island and New York City is, “Is a financial advisor necessary for investing or planning for retirement?” While we are admittedly biased in regards to this question, we will often provide information from various news sources, […]
Jan
17
Just because you retired doesn’t mean you shouldn’t still spend wisely. So you made it! Retired, at last, all that is to be done now is to relax, work on the golf game, see the world and spend time with the grandkids. Your golden years have arrived, and you are on cruise control, right? Not […]
May
18
How a disputed buy-sell agreement challenges the Steely Dan brand Steely Dan, the Rock N Roll Hall of Fame Rock/Jazz fusion band has an amazing history with numerous songs that can get toes tapping and heads swaying. But with the death of founding member Walter Becker, heads are throbbing due to avoidable legal woes. Becker’s […]
Feb
28
What you need to know to make the right decisions now When it comes to health care the cacophony of opinions from experts, real and so-called, can be deafening. In fact, from Obamacare (to repeal and replace or not, what are the straight answers?) to state run health care exchanges to socialized medicine, the conversations […]
Nov
30
It is nice to be trusted but agreeing to be an estate executor is a big decision. So, you have been asked by a close friend or family member to be the executor of their estate when the time comes. Make no mistake, this is an honor that marks you as one who is held […]