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
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Earnings season can move markets. What is it and why is it important?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
If you died, what would happen to your email archives, social profiles and online accounts?
It's easy to let investments accumulate like the junk in a junk drawer.