Where is Your Money Taking You?
Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!
Trending Categories: Retirement Planning Tax Planning Savings Strategies Investment Strategies Longevity & The Future
Planning for Retirement?
Welcome to our latest newsletter! This time, we’re going to talk about a topic that often gets pushed to the back burner until it’s too late—retirement planning. Whether you’re in
Oct, 19 2023
Are You Making the Right Investments to Beat Soaring Inflation?
Inflation rates are soaring, and it’s a concern that’s hard to ignore. The cost of living is on the rise, eroding the value of our hard-earned money. But, here’s the
Sep, 21 2023
Navigating the Complexities of Taxes in Retirement
In the previous Tax Report, we explored a recent legislation that mandates the increasedutilization of Roth 401(k) plans among individuals who are older and earn higher incomes. Thisdiscussion sparked a
Sep, 07 2023
Solving the Uncomfortable Enigma of Retirement: Transferring Financial Control
Making decisions about when and how to hand over control of your money during retirement can be daunting. It requires self-awareness and trust in others to make important choices on
Aug, 31 2023
Don't miss out on our retirement planning insights
The Future of Social Security Benefits is at Stake
With the uncertain future of these benefits, it is crucial to take proactive steps in order to secure a stable retirement. This article highlights the importance of developing effective strategies
Aug, 24 2023
Big Changes To This Year’s Tax Season
This week marks the start of tax season – a time to leave behind difficult times and get into gear with an improved IRS customer service and a smoother filing
Jan, 25 2023
What You Can Do To Protect Your Retirement By Battling Inflation
Inflation can be a sneaky villain, trying to steal away your retirement savings without you even noticing. But don’t worry – there are ways that savvy savers like yourself can
Jan, 24 2023
Jesse Maltzman
Jesse Maltzman is a Certified Financial Planner™(CFP®) and Chartered Financial Consultant®(ChFC®) located in Westchester County, New York. Jesse has been advising successful professionals and business owners on securing their families’
Jun, 07 2022