Blog

What’s on our mind? You can read about it in our blog. Whether it’s investment strategies and advise about the current economic environment, or changes in tax laws, estate planning, and ideas from the industry or emerging trends, you can read about it here.   And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, February 7, 2024



Monday, January 22, 2024

What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you...

Wednesday, December 6, 2023

Part of retirement planning is end-of-life preparation. What kind of funeral you’d like, where you’d like it, and how to pay for it.

Tuesday, October 24, 2023

When you’re wealthy, you have a lot to lose—through property damage/loss, liability lawsuits, expensive medical treatments, and income interruption. It’s important to know what types of insurance policies will cover...

Friday, October 13, 2023

The need for some form of long-term care (LTC) as we age will be a reality for many people. With the cost of a private room in a nursing home averaging $8,821/month1, the drain on your retirement savings can be substantial. Explore...

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Monday, September 11, 2023

Adult children sometimes need financial help and it’s natural for them to turn to you. However, it is crucial for you to set expectations for how much you’ll help, for how long, and whether you expect to be repaid.

Friday, July 28, 2023

Market timing is exhausting. And sometimes, it can be expensive. When you time the markets, you have to be right twice – first when getting out and second when getting back in.In the accompanying chart, you can see individual...

Monday, July 17, 2023

Many retirees share the common dread of outliving their money. You would be wise to plan out your retirement expenses and income so that you can address the issue realistically.

Thursday, May 25, 2023

A limited liability company (LLC) can cut estate and gift taxes on wealth transferred from the LLC manager to its other members. These transfers reduce the size of the managers’ estate and thus their potential tax burden...

Monday, May 15, 2023

Introducing Russell E. Glickstern and his family to those who may not know him.  He and his wife, Susan, have lived in Westchester for over 26 years and share a home in Irvington with their dog, Louie. 

Monday, May 8, 2023

People often arrange for who gets their money, real estate and physical belongings when they die. But what about the digital assets we accumulate in a lifetime—photos, social-media accounts and more?

Friday, April 28, 2023

A senior living facility can be the perfect next phase for older adults, but there are many options to consider when looking for the right fit.It takes time and research to identify the ideal senior facility that both meets your needs...

Friday, April 7, 2023

After spending a lifetime accumulating wealth, it’s natural to want to see it sustained for your family over succeeding generations. You can start the process by creating a plan that manages your assets and transmits your values...

Thursday, March 30, 2023

March 31 is World Backup Day, a worldwide reminder to back up your important files and information.

Friday, March 17, 2023

March is Women's History Month, a time to recognize the remarkable contributions of women throughout history. This year's theme is "Celebrating Women Who Tell Our Stories," We're honored to share a few examples of women who continue to...

Friday, March 3, 2023

What can you do to save the planet - millions of like-minded individuals want to live a more sustainable life. There are many ways for you to support the sustainable lifestyle, and many are easily...

Friday, February 24, 2023

Hobbies you can try in your retirement offering physical and mental health benefits.

Friday, January 20, 2023

I started my career in the financial industry in 1980, which compared with today’s environment, was a completely different world.  For some perspective, the Dow Jones was 800 and mortgage interest rates were north of 12%....

Friday, December 16, 2022

As your family gathers for the holidays, this is the perfect opportunity to share your estate planning strategy and decisions regarding your wealth.

Friday, October 28, 2022

Lately, "inflation" seems to be the media's favorite word. Everywhere you turn, there's another story about the impact of inflation. For example, many news outlets have reported that confectionary prices have surged over 30% from last...

Wednesday, October 12, 2022

National Financial Planning Month serves as a great reminder to revisit (or create) your financial plan and take steps to improve your overall financial health. Having a financial plan is more...

Tuesday, September 13, 2022

Being a business owner comes with a fair set of challenges. One of the most serious is suffering financial setbacks to the point where your business fails. As disheartening as this is and no matter how devastating it may seem, there...

Wednesday, July 20, 2022

Estate planning may feel like something you don’t need to do until later in life. However, the sooner you begin the process, the better. Here are a few estate planning items you should stay on top of in your 20s and 30s,...

Monday, June 6, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

Wednesday, May 18, 2022

Monday, May 2, 2022

Monday, April 18, 2022

Financial Advisor Day (April 18th) is a good day to thank my clients and to provide some personal background for those who may not know me.

Tuesday, March 15, 2022

Are you really ready to retire and change your lifestyle? A successful retirement is not merely measured in financial terms.

Wednesday, March 9, 2022

Starting and running a business from home is not easy. Get important tips on financial planning, marketing, digital tools, home office design and avoiding distractions.

Tuesday, February 1, 2022

When prices are trending lower, it’s easy to second-guess yourself but but downtrends are a normal part of the investment cycle.

Tuesday, October 5, 2021

Here are some things you might consider before saying goodbye to 2021. What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s...

Thursday, September 16, 2021

Plan for tomorrow, today.That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this...

Friday, August 27, 2021

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. CNBC reported on findings that place 401(k) accounts...

Friday, July 23, 2021

Various factors are driving used and new car prices. Inflation is defined as the general upward price movement of goods and services in an economy. The key word is “general.” Inflation tends to be uneven and affects the...

Tuesday, July 6, 2021

Findings suggest that financial advisor relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers,...

Monday, June 7, 2021

Is the Fed ahead or behind in its monetary policy regarding inflation? As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst...

Friday, April 30, 2021

How To Address Retirement Savings that Aren't Stacking Up. No matter your age or background, saving for retirement is a common concern. Will yours be the storybook future, one spent sampling wines in the Napa Valley and golfing the...

Wednesday, April 14, 2021

Not in recent memory have so many Americans carried out nearly every aspect of our lives—working, schooling, resting, playing, eating—at home. Spending so much time at home has meant we’ve had to rethink the way we...

Wednesday, March 24, 2021

Many people worked from home in 2020, but only some are eligible for the home office tax deduction. The law changed in 2018 and eliminated the home office deduction for people who work for an employer.

Wednesday, February 24, 2021

It is time to reassess our traditional views of the "the American family" given the relatively new and still evolving conditions that now determine whether people marry, stay single, or break-up. These changes mean that couples today...

Wednesday, February 3, 2021

The coronavirus continues to spread across the country, but as pandemic fatigue sets in, many are eagerly considering vacations and travel. With COVID-19 spiking across the country, it's a challenging time to make vacation plans and...

Monday, January 11, 2021

As the situation around the coronavirus continues to evolve, we’re living life differently and learning as we go, it is more important than ever for people to examine their mental well-being and recognize when they may feel...

Wednesday, December 23, 2020

News and Information for Current and Future Retirees QUOTE OF THE MONTH “If you don't like the road you're walking, start paving another one.” DOLLY PARTON THIS YEAR, THERE IS MORE INCENTIVE TO GIVE When the Coronavirus Aid...

Monday, December 7, 2020

The impact of COVID-19 on our everyday lives has been so extensive that things will never be the same. It has significantly affected what we have always taken for granted. It has also has had a dramatic impact on the American economy...

Wednesday, November 18, 2020

A second opinion or one-time review is a financial health check-up for your portfolio. This will help you to analyze your investments and your overall investment strategy, current risk level, tax efficiency, fund performances, and...

Monday, November 2, 2020

Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an employer-sponsored...

Monday, October 26, 2020

As the country approaches the six-month mark since stay-at-home orders were enacted, and coronavirus cases surge again, millions of Americans are struggling to stay in their homes through a punishing recession. While many Americans are...

Thursday, October 15, 2020

Sir David Attenborough explains how humans can charge of our future and save our planet in the new Netflix documentary: A Life on Our Planet.

Thursday, October 1, 2020

There are times in our lives when we’re forced to reinvent ourselves - the current COVID situation may be one of those times for some. If your business has failed or your job disappeared, you have no place to go but forward....

Friday, September 18, 2020

There are essentially two types of people today during the coronavirus pandemic: those who are busy and overwhelmed and others who are out of work, stuck at home, and don’t have much to do. The first type is comprised of health...

Thursday, September 10, 2020

Many articles have been written lamenting the fact that women are less likely to invest in the stock market than men. However, several recent studies (Financial Times April 2019) suggest that women who do take the plunge outperform men...

Wednesday, August 26, 2020

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a...

Friday, August 7, 2020

One piece of crisis management advice is to diversify by creating new revenue streams. Not putting all your eggs in one basket means that your business will be more resilient to unexpected conditions (i.e., pandemic). When your main...

Friday, July 24, 2020

Money means different things to different people based on their personal values: Freedom Charity Power Security Status Accomplishment Providing for the family Making a difference Having an impact on my community and social...

Monday, July 6, 2020

Why an Appraisal of Fine and Decorative Art is Important – What is Valuable and What is it Worth - Now and and in the future. Appraisals conducted for fine and decorative art and antiques enable owners to obtain an independent opinion of...

Tuesday, June 2, 2020

Do you know when you want to retire and whether or not you are able to do so? Will your money last through retirement? Have you made a list of your expenses and income?

Monday, May 18, 2020

As the coronavirus continues to spread, we are hearing about how to reduce exposure and take care of ourselves if we get sick. These are important tips, but we're not hearing much about how we can boost our immunity so that if we do...

Wednesday, May 6, 2020

Markets have declined sharply in recent weeks thanks to the global coronavirus outbreak but even with the specter of a recession mounting, homeowners may not need to worry much about their home values falling in line with the stock...

Tuesday, April 28, 2020

With the economic turmoil and stay-at-home orders, should you buy a new or used car, lease a new car or extend your current lease, and what about financing under the current conditions?

Monday, April 13, 2020

Take virtual museum tours and exhibits at the National Museum of Natural History in Washington, DC, American Museum of National History, New York, and London's British Museum or take a free online course.

Friday, April 3, 2020

In these unprecedented times, many small businesses are operating with remote staff and many others are completely shut down. No one knows how long businesses will see little or no revenue coming in. The challenge for businesses to...

Monday, March 30, 2020

Generating new leads and upgrading your tech are just two of the solutions to surviving this pandemic. Setting direct health concerns aside, it has now become clear that corona virus will not pass without leaving some long-term...

Monday, March 23, 2020

Market Update: Mon, Mar 23, 2020 DAILY INSIGHTS Stocks pared overnight losses after Fed goes “all in” again. Stocks reversed big losses overnight in the futures market after initial disappointment that policymakers in...

Tuesday, March 17, 2020

Looking To The Other Side of The Bear Posted by lplresearch Market Blog The indiscriminate selling continued yesterday, with one of the worst days in stock market history. Fears over the potential impact of COVID-19 (coronavirus) have...