Long Island Financial Advisors, Managing Your Wealth in New York

If you live on Long Island, you reside in one of the most expensive cities in the United States. In fact,  Long Island is the second most expensive place to live in the country. It costs an average of $100k a year just for a family of four to get by in Long Island. A…
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Huntington, NY Financial Advisor

If you live near or around New York’s Huntington beaches, you probably enjoy the scenery of this beautiful area. Both fishing and kayaking are popular forms of entertainment because of the many nearby beaches’ inviting nature. Still, since Hungtinton is so close to Manhattan and Long Island, it’s an ideal place to live, but not…
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long beach financial advisor

Financial Advisor in Long Beach, NY

If you plan on retiring in Long Beach, NY, you’ll need to be well-prepared. Long Beach, NY consistently ranks among the most expensive places to live in New York state and the country.  So, if you want to be ready to retire in Long Beach, NY, it would be best to prepare yourself for that…
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Financial Advisor in Greenwich, CT

Greenwich boasts of being listed as one of the best places to reside within the state of Connecticut. Also, Connecticut is consistently listed as one of the best states you can reside in across the United States. You might be considering moving out of the New York City area to go to a quieter area,…
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FDNY Retirement and Pension Plan, What You Need to Know

As a New York City firefighter, you are one of the few individuals left in the United States that can retire and receive a monthly pension sponsored by your employer. Still, you’ll need to know your retirement options since you’ll still have many choices while planning along the way. FDNY retirement pension plans allow you…
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NYPD Pension Plan, is it Enough?

Working as a New York City police officer means you are one part of one of the few groups left in America that will retire and be paid a monthly pension that your employer sponsors. While that’s great news for you, you’ll still need to comprehend your retirement options since there you’ll have plenty of…
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SEP-IRA Contribution Limits for the Self-Employed 2021

If you’re self-employed and want to start saving for your retirement, you may wonder what plans are available to you. One excellent option you have is opening up a SEP-IRA retirement plan. SEP IRAs require a simple set-up process, and their maintenance is also easy. SEP-IRAs also don’t have any reporting requirements, and their contribution…
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How Valuable Is A Pension? Knowing Your Worth

Understanding retirement plans can be difficult, especially when one such as a pension plan or a defined benefit plan is at the hands of your employer. Now, this is not a bad thing that your employer is the one managing your retirement investment funds, it is just important to understand what your pension is worth. …
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firefighter retirement plan

Firefighter Retirement Plan, is Your Pension Enough?

The retirement benefits most of us will experience in the future will not be similar to our parents’. A generation ago, a decent job meant having the potential for a reliable retirement income until death. Back then, employers actively engaged with funding and providing for their employees’ future retirements, meaning the employees were passive players…
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Defined Contribution Plan Vs 401(k)

The title of this blog is actually a common search among planning retirees. This search can end up confusing people even more than when they first typed it into google. Understandable as retirement plans have many different options with confusing language that can make it difficult to know which direction to go into.  In fact,…
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