Broker Check
Schedule DaveFinancialPlanningTax PortalBilling

Blog

Information is everywhere on the internet.  Countries like North Korea are deprived of information, while our country is overloaded!  

Sometimes, the best investment plans are simple.  Let's make this simple.  Follow along for useful tips to help plan your future like you would plan a vacation!

 

Friday, December 11, 2020

Giving financial support to those in difficult situations can make a huge difference during a time of national crisis. I was recently featured in Purchase College "2020 Impact Report" and although I didn't quite make "the news," my...

 

Friday, November 20, 2020

If you read my first two posts, you learned about potentially avoiding taxable gains from mutual funds and tax loss harvesting. The third strategy is making charitable gift and contributions to 529 plans; which must be done before the...

 

Wednesday, November 18, 2020

If you looked at your email Monday morning, you learned about the first strategy to potentially avoid paying taxes on capital gains from mutual funds. A second strategy to potentially pursue is tax loss harvesting. If your advisor or...

 

Tuesday, November 10, 2020

You could owe capital gains taxes on mutual funds even if you the fund lost money this year. To potentially avoid this from happening...

 

Saturday, November 7, 2020

While most of us were enjoying the holidays, our friends in Washington were busy tinkering with traditional Individual Retirement Accounts (IRAs). As you may have heard, Congress passed legislation late last year that changed the...

 

Show All

Friday, November 6, 2020

Social Security plays an important role in your retirement strategy. But, don’t forget, the amount you’ll receive depends on the age at which you file and your (or your spouse's) highest 35 years of earnings. You can start...

 

Friday, November 6, 2020

Have you enrolled in Medicare, or are you considering it? If so, you should know that anyone who receives Medicare is eligible to receive Medicare Part D prescription drug coverage. However, if you don’t enroll for that coverage...

 

Friday, November 6, 2020

After many weeks of telegraphing a long and careful ballot count, this week’s election lived up to that prediction in races for the Senate, the House, and the presidency. Locally, Democrat Mondaire Jones won (retiring) Nina...

 

Friday, November 6, 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...

 

Tuesday, November 3, 2020

How has Covid-19 affected the economy in Westchester County? Have your kids in Somers, Katonah, Bronxville, Rye Brook, Yorktown or any other Westchester School district been suffering due to Covid-19? Have the 2018 tax cuts hurt or...

 

Thursday, March 21, 2019

This year, our tax clients have had to pay taxes on over $300,000 on capital gains. Capital gains could be avoided by using exchange traded funds. Exchange traded funds give the investor the same diversification as mutual funds, while...