Broker Check
Account View
Trees Bridge Lake Lighthouse

We are Here for You Delivering the Support and Financial Guidance You Need

We know that these are challenging times, but we want to assure you that you don’t need to worry about our support. We have always been committed to offering you sound financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Essential 

Financial services is considered an essential business to the economy which means are able to continue business helping our clients. You can find insights on market developments and advice on how to weather this storm in our blog and social media postings. LPL Financial is continuing to operate and provide the same support and service expected from them.

You Matter to Us

While your physical health is critical now, we know that your financial health is also incredibly important to you - and to us. Although we may not be able to meet in person, we can still connect and discuss any concerns you have.

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

Helpful Content

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

How Income Taxes Work

A quick look at how federal income taxes work.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

View all videos arrow