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
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retirees traveling abroad need to know that their health insurance travels with them.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Calculating your potential Social Security benefit is a three-step process.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are common mistakes you can avoid when saving for retirement.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, infiltrating the world of bonds.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are hundreds of ETFs available. Should you invest in them?
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?