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!
Posts — Category: Financial Wellness 101
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
Rick Sandberg
A 44-year resident of Washington, Rick was born in New York and currently resides in Tacoma with his wife Danielle and three sons Dylan, Gavin, Jax, and stepdaughter Jaidin. As
Jun, 07 2022
Mark Stimpson
Mark is a founder and managing partner of Elevated Financial Management & he is both owner & president of Mark A Stimpson and Associates Inc. Our company mission is based
Jun, 07 2022
Evan Sussman
Evan Sussman is honored to serve as Senior Vice President for IFW. Evan has been a successful financial professional for over 17 years. On December 24th 2019, Evan was diagnosed
Jun, 07 2022
Don't miss out on our retirement planning insights
Selling a Home That is Financially Underwater
Being underwater on your mortgage does not refer to having a flooded home. Instead, it means that your current debt on the house is higher than the current value of your home.
Apr, 18 2022
Are bad habits creating a financially irresponsible generation? | Opinion
April is National Financial Literacy Month. It’s a good time to ask ourselves whether we are creating a new generation of financially irresponsible young people and how we can be
Apr, 14 2022
Managing Your Child Care Expenses
Most people preparing for their first baby are shocked and even dismayed to learn just how high childcare costs can be. According to Care.com’s 2021 Cost of Care survey, weekly
Apr, 13 2022
Additional Financial Home Buying Obligations
You have found your dream home in the perfect neighborhood for you and your family. You have even determined that you will be able to afford the monthly mortgage payments
Apr, 13 2022