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
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Are you showing your paycheck the love it deserves?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investors seeking world investments can choose between global and international funds. What's the difference?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.