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
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
What can be learned from the savings rate?
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.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Military families face unique challenges, making personal finance even more critical.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Three things to consider before dipping into retirement savings to pay for college.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Recent changes in estate tax laws could affect the strategy you have in place.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?