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
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Healthy habits are one of the greatest gifts to give your child.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are things about Social Security that might surprise you.
The tax rules that govern donating art are complex and confusing. Take a closer look.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
When do you need a will? The answer is easy: right now.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A quick history of the Federal Reserve and overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
What is your plan for health care during retirement?