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
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Gaining a better understanding of municipal bonds makes more sense than ever.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?
Three things to consider before dipping into retirement savings to pay for college.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
The decision whether to buy or rent a home may have long-term implications.