Where is Your Money Taking You?

What Are The Top 5 Retirement Mistakes You Need to Avoid & How?

Are you prepared for a comfortable and secure retirement? No matter your current stage in life, it’s never too early or too late to start planning for your golden years.

Most Important Certifications to Look for in a Financial Advisor

When searching for a financial advisor to help with investments, taxes, and retirement planning, it is important to select one that possesses the right qualifications. Financial advisors who are certified

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

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

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Understanding Matching Contributions

Receiving matching contributions to your retirement plan from an employer is one of an employee’s best benefits for making the most out of their 401(k) plan. In addition, maximizing matched

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’