Delivering the Support and the Financial Guidance You Need
We know that these can be frightening times, but we want to assure you that one thing you don't need to worry about is us supporting you through them.
We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security
Agency. This means the work we do is essential to the economy and we are able to continue business. We, and our broker/dealer LPL Financial, will
continue to operate and will be able to provide you with the support and service you can always expect from us.
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet
together in person, but we can still connect and discuss any concerns you have. We'll be in touch with you as events evolve, continuing to provide
updates and support. As always, please feel free to contact us at (516) 921-8300 any time. We are always here for you.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Building Your Legacy
A four-step framework for building a personal legacy.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Purchasing homeowners insurance is critical for protecting your home.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?