Broker Check

(718) 484-1219

Blog

Tuesday, August 1, 2023

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...

 

Tuesday, August 1, 2023

Tips so employers can help employees plan a confident and stable retirementAmidst a backdrop of a volatile market and potential inflationary pressures, these shifts can shape the future of employee retirement planning significantly....

 

Tuesday, August 1, 2023

Interest is one of the simplest and most appealing ways to gain profits from an investment. Like clockwork, you receive an interest payment on your principal, or the amount of money you deposit when you open an account.Unlike more...

 

Tuesday, August 1, 2023

Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial...

 

Monday, June 26, 2023

As you navigate through life, it’s important to continually reassess and adjust or add insurance coverage to fit your changing needs. Having the proper insurance is one of the best ways to support your financial future and can...

 

Show All

Monday, June 26, 2023

Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time. But investors may not fully understand how a strategy...

 

Monday, June 26, 2023

There are two things Americans have always looked forward to: going to the ballpark for the big game and retiring after a fulfilling career. Interestingly, baseball and retirement planning have several aspects in common. Taking...

 

Monday, June 26, 2023

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to choose how you spend or interact with your money and have the choice to decide...

 

Thursday, June 1, 2023

By focusing on goals and priorities, you can create a new, simplified lifestyleAs retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly...

 

Thursday, June 1, 2023

It’s time for us (you) to rethink the retirement age and make adjustmentsAs the wealthiest society in human history, it is reasonable to expect that we should prioritize the well-being of our citizens, particularly as they age....

 

Thursday, June 1, 2023

Making informed decisions about retirement is crucial to financial independenceIn an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant...

 

Thursday, June 1, 2023

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a cash...

 

Monday, May 8, 2023

Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as several inflation measures showed signs of improvement.

 

Saturday, April 29, 2023

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or...

 

Friday, April 28, 2023

Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains.1...

 

Thursday, April 27, 2023

What does it mean?Getting the most out of your contributionsOptimizing your Social Security retirement benefits means getting the best return possible on each dollar you've contributed to the system. Every pay period, you pay 6.2...

 

Wednesday, April 26, 2023

Many public school workers in different positions devote their lives to furthering the education of young people. The ability to enjoy a secure retirement is an objective that many teachers and their colleagues pursue years before they...

 

Thursday, April 6, 2023

The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy

 

Thursday, March 30, 2023

Changing jobs presents a challenge when it comes to managing retirement savings

 

Thursday, March 30, 2023

Mental health is essential to everyone’s wellbeing. Mental health disorders, diagnosed or not, may be playing a role in your daily life. Often, financial problems or worries may impact your mental wellbeing, especially if...

 

Wednesday, March 29, 2023

Resources to get you started on the path to financial literacy

 

Wednesday, March 29, 2023

Social Security benefits you may be missing out on that are worth investigating

 

Thursday, March 16, 2023

LPL’s financial stability and our commitment to financial advisors, institutions, and their clients remains strong, and we are well-positioned to execute on our growth strategy.

 

Thursday, March 2, 2023

We started the year hopeful that stocks would benefit from a better economic and monetary policy environment by the spring, but recent developments suggest that may be further out than we initially thought.

 

Monday, February 27, 2023

Could you be losing money because of simple monetary mistakes? Avoid these money-wasting habits in 2023 to have more cash when you need it—or save it for a rainy day.

 

Sunday, February 26, 2023

These myths also tend to restrict people’s thinking regarding their money, which can potentially limit their wealth opportunities.

 

Saturday, February 25, 2023

Planning for retirement is exciting, but it may come with a bit of stress. If you worked hard all your life, now might be the time to relax and enjoy the fruits of your labor.

 

Friday, February 24, 2023

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment.

 

Thursday, February 9, 2023

Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year to reset on a few habits, there’s almost always some value in reflecting on the past year before looking ahead....

 

Thursday, February 2, 2023

For many, spending more quality time with loved ones and friends is a New Year’s resolution or work-life balance goal. But for investors who are accustomed to keeping a close eye on their assets' performance, balancing one's "to...

 

Thursday, February 2, 2023

When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps you to avoid an unexpected tax liability when you file. These helpful strategies may offset your tax liability and might...

 

Thursday, February 2, 2023

The SECURE Act 2.0 was signed into law on December 29, 2022, which will work to close the retirement savings gap with over 90 new retirement provisions. The bill includes a few specific changes that are significant for small...

 

Thursday, February 2, 2023

February is American Heart Month and the perfect time to get serious about your heart health. Heart disease is the number one killer of Americans and a disease that may be prevented and treated with proper health and screening. Take a...

 

Thursday, February 2, 2023

Tax time can be stressful, and often means a lot of time and paperwork, but you can reduce some of the stress by going paperless with your tax documents. You can receive tax documents (and many additional mailings) electronically by...

 

Monday, January 2, 2023

Financial wellness studies over the past few years indicate that investors desire financial wellness. The recent pandemic, economic and inflationary conditions, changes in work-life balance, and more responsibility for financial...

 

Monday, January 2, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

 

Monday, January 2, 2023

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do...

 

Monday, January 2, 2023

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you will likely see a reduction in the amount...

 

Monday, January 2, 2023

What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of...

 

Tuesday, December 6, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

 

Thursday, December 1, 2022

For many investors, this year has been a wild ride—with interest rate increases, a crypto implosion, and whipsawing values in the major market indices. It might be tough to catch one's breath and look ahead to next year. But the...

 

Thursday, December 1, 2022

What if you focused on your system instead of just your goals?Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of...

 

Thursday, December 1, 2022

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

 

Thursday, December 1, 2022

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

 

Thursday, December 1, 2022

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over...

 

Tuesday, November 8, 2022

What are year-end investment decisions? Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions...

 

Tuesday, November 8, 2022

American Express created Small Business Saturday in 2010 to provide small businesses with a holiday season boost on the heels of Black Friday. The day comes after one of the biggest shopping sales events and serves as a reminder to...

 

Tuesday, November 8, 2022

Black Friday and Cyber Monday are two of the greatest days to score deals for holiday shopping. Unfortunately, with amazing deals plentiful, some scammers use these days to take advantage of shoppers looking for the greatest bargains...

 

Tuesday, November 8, 2022

With its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to GivingTuesday.org, the giving in the U.S. alone totaled $2.7 billion to nonprofits and community...

 

Tuesday, November 8, 2022

Don’t settle for an ordinary cake roll this holiday season. This pecan roll is made with a delicious spice cake and is full of sweet caramel cream, for a festive dessert you can bring to any celebration! Ingredients: For the...

 

Tuesday, November 8, 2022

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year. Timing is everything...

 

Wednesday, October 19, 2022

You are not alone if you do not have access to a 401(k) retirement plan. Pew Research data reveals that 35% of private-sector employees do not work for an employer that offers a plan.1 Fortunately, other retirement savings options are...