FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
The day you go to work, not because you have to, but because you WANT to
We want to help you achieve confidence when preparing for and living in retirement. At some point, your focus turns from saving money to figuring out how to spend it. In other words, you move from creating wealth to utilizing what you've saved.
Ultimately, once you are comfortable with the plan, we will help you tie together this stage of your life with the next. We work with you and your team of advisors to help you piece together one comprehensive plan. We help quarterback the creation of your estate planning documents so your wealth transfers the way you want it to.
Affordable Healthcare Act
IRA Required Minimum Distribution Worksheet
New York State Health Plan Marketplace
New York State Partnership for Long-Term Care
Social Security Administration
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.