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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
Matter Most

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

 

Helpful Content

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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