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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

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Federal Income Tax

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A Look at Systematic Withdrawals

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Principles of Preserving Wealth

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Managing Your Lifestyle

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

Tax Management Strategies

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Extended Care: A Patchwork of Possibilities

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