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.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Beware of these traps that could upend your retirement.
There are four very good reasons to start investing. Do you know what they are?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
There are common mistakes you can avoid when saving for retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
How will you weather the ups and downs of the business cycle?
It’s never a bad time to speak with your financial professional about changes in your situation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.