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...
November 24, 2020
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 years
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...
