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
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
For many, retirement includes contributing their time and talents to an organization in need.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.