Westchester Financial Planning: Trusted Guidance for Pursuing the Retirement You Desire
At Westchester Financial Planning, we empower you to take control of your financial life by addressing today’s needs and tomorrow’s goals. For more than 25 years, Westchester Financial Planning has been helping clients work toward their financial goals, providing caring guidance and personal service. We assist individuals, families, business owners and trusts with a wide range of financial needs, including retirement income, investment management and financial planning. Our caring and individualized approach at Westchester Financial Planning integrates the latest tools and technologies and provides access to financial products and services custom-tailored to your needs.
At Westchester Financial Planning, Relationships
As a resident of the local community, company founder Russell E. Glickstern has served the wealth management and retirement planning needs of multiple generations of Westchester County and Mt. Kisco, NY residents and clients. It would be our pleasure to help you pursue your financial goals. Learn more
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Do your insurance needs stay the same when the nest empties?
Here are six flags that may make your tax return prime for an IRS audit.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A quick history of the Federal Reserve and overview of what it does.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?