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Suite S124
Melville, NY 11747
Friday, September 1, 2023
A 5-step plan to liberate yourself from burdensome credit card debt For the first time ever, the United States has witnessed a concerning milestone in its financial landscape: our total credit card debt crossed the monumental threshold...
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Friday, September 1, 2023
Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To...
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Friday, September 1, 2023
Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood. While you may have been diligent in securing your life...
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Friday, September 1, 2023
Natural disasters like wildfires, floods, earthquakes, tornadoes, and long-term power outages don't discriminate—they may impact anyone at any time. However, you don't need to live your life under the constant stress of expecting...
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Tuesday, August 1, 2023
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...
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Tuesday, August 1, 2023
Financial goals are essential. Setting them will help you to obtain the things you want out of life as well as live the lifestyle you desire, both during your working years and in your retirement. But obtaining these goals isn't always...
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Tuesday, August 1, 2023
Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is...
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Tuesday, August 1, 2023
As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for...
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Saturday, July 1, 2023
When it comes to repaying your student loans, one size does not necessarily fit all. The key to a manageable repayment plan is to find a strategy that works well for your goals, budget, and lifestyle. Here is some questions to help you...
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Saturday, July 1, 2023
Listening to John Coltrane or other favorite jazz musicians is like watching the leaves swirling through the city streets on an autumn day. The cedar and oaky smoke smell from a fireplace can spark a feeling of nostalgia that takes you...
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Saturday, July 1, 2023
Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation." While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight...
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Saturday, July 1, 2023
Financial independence means different things to different people. For some, it might mean early retirement. For others, the ability to travel the world. It is the freedom to leave a job that is no longer personally or professionally...
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Wednesday, May 24, 2023
If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves...
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Wednesday, May 17, 2023
Summer is the season of fun and relaxation, but it can also be a time of unexpected expenses. From last-minute vacations to sudden home repairs, these months can often put a strain on your finances. That’s why it’s...
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Wednesday, May 10, 2023
Planning for your future requires the help of multiple professionals. Two professionals you may find yourself working with to figure out your future are a financial advisor and an insurance agent. Financial professionals may also...
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Wednesday, May 3, 2023
Annuities can offer unique features and benefits but also carry many risksAn annuity is a financial product that provides a guaranteed income stream for a set period of time, typically for the life of the annuitant. Annuities have...
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