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...Read More
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!
If you were born in the years 1943-1954 66 years of age 1955 66 years and two months 1956 66 years and four months 1957 66 years and six months 1958 66 years and eight months 1959 66 years and 10 months 1960 and after 67 yearsRead More
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...Read More
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...Read More
You could owe capital gains taxes on mutual funds even if you the fund lost money this year. To potentially avoid this from happening...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More