Confident Today. Assured Tomorrow.
Even in today's world, you can trust your actions. You can feel good about today and tomorrow.
How? By using financial strategies that we've fully researched and discussed with you.
Not using enough 'researched and discussed' strategies can hurt your results. You may constantly feel uneasy, with concerns like: "Can I do more for my family? For myself? Can I lower my income taxes? Or my estate taxes? Will I regret lost wealth? Or missed opportunities?"
Financial data and 'advice' seems to come from everyone and everywhere. We help you cut through the clutter and decide what's right for you. This time-saver is especially valuable for professionals—and anyone who's busy.
'Researched and discussed' strategies means feeling financially sure about protecting all you love, enhancing wealth and reaching your goals. Want to feel good and sure, about today and tomorrow?
Simply call or email today, to get started in minutes. And. . . .
Welcome to . . . . www.NYFinancialStrategies.com
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Your Financial Family Tree
What lessons can you learn from your family members, and what can they learn from you?
Why is Cash Flow so important to understand?
Retirees traveling abroad need to know that their health insurance travels with them.
Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.
One of the most important steps to become financially sufficient is to set up a realistic budget.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It’s never a bad time to speak with your financial advisor about changes in your situation.