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The 'Brexit' Leave Vote

Published June 24, 2016 4808 Views

Unless you have been living under a rock, you've likely heard that Britain has voted to leave the European Union. The 'Leave' vote came as a surprise to the markets, as evidenced by the lack of a sell-off in the last few weeks, capped off with a strong rally into yesterday's close. Unsurprisingly, g...

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Is Your New York State Pension Enough to Retire?

Published June 24, 2016 6757 Views

After spending your whole life working hard, earning money, and being responsible, all of a sudden the wealth you've accumulated needs to produce income. But will it be enough? With no cost of living adjustments for social security, a low interest rate environment, and a 1% cost of living adj...

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The $280 Million Dollar Question

Published June 13, 2016 6702 Views

Picture this: You've just won the New York State Mega millions jackpot!!! You start daydreaming about all the wonderful things you'll buy and all the vacations you'll take. Money will no longer be a worry. It is not that simple to live on Easy Street. The truth of the matter is if yo...

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Looking Up

Published June 9, 2016 4870 Views

"Have patience. Everything is difficult before it is easy." - SaadiThe rollercoaster has been a bit easier lately. The S&P and the Dow are up about 2% through the end of May, while volatility has declined. The reward for being patient when, in February, both indexes were down almost 15%, is...

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Swing for Singles

Published June 6, 2016 5013 Views

"Don't worry about home runs, swing for singles." To this day I can hear my dad repeating that line to me as I was learning to play baseball. In other words, don't try to do too much, just be consistent. Excellent advice - and probably why this article recently caught my eye. Focus...

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What Changed with Your Cable?

Published May 26, 2016 4733 Views

After Comcast's, the nation's largest cable operator, failed 2015 bid to purchase Time Warner Cable (TWC), Charter Communications has successfully acquired TWC. The $56 billion purchase was accompanied by a $10 billion purchase of Bright House Networks which will provide TV, internet, and phone serv...

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Prince's Fortune- What NOT To Do

Published May 12, 2016 4860 Views

Last month a major pop icon left this world. He not only left a legacy and inspiring music behind- he left his fortune to the tune of $300+ million dollars. Some may assume that whomever Prince left his fortune to is quite the lucky person; in reality Prince left his fortune to no one. He did not...

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You, Inc.: Getting Ready for Self-Employment

Published May 3, 2016 5400 Views

After working for someone else, self-employment can be an exhilarating change. But it's also fraught with potential pitfalls, like potentially running out of money before your new venture even gets off the ground."The more planning you can do beforehand, the more you'll increase your chances of grow...

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2015 Taxes Are In - How Do I Save Next Year?

Published April 25, 2016 5323 Views

Two things in life are certain: death and taxes. While we cannot do anything about the first, there are strategies to lower your taxes for years ahead.Here are three simple ways you could save:Fund your retirement account(s)-by adding to a pre-tax retirement account or 401k, you lower your tax bill...

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What Happens to My Retirement When I Die? Legacy Planning for Retirement Accounts

Published April 14, 2016 5038 Views

With an aging population, one question that comes up more and more often from clients is: where does my money go when I die? The flip side to that question is to ask: where do you want your money to go after you die?With the increasing popularity and accessibility of retirement plans, many Americans...

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