Broker Check

17 Lumber Road
Suite 11
Roslyn, NY 11576

LinkedIn

Be Financially SURE . . . Using Researched Strategies

516-334-4900 x241

 
Behavioral Finance Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Encore Careers: Push Your Boundaries

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

Helpful Content

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Beyond the Breadwinner: Is Your Household Protected?

Do you think of your spouse or life partner as your “better half”? If so, you know that your relationship is more than just two people meeting halfway. In a life partnership — and in the family that grows from it — the whole becomes greater than the sum of its parts.

Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Financial Fixes: How to Survive Job Loss

In the first few years after college, graduates tend to expect job turbulence.

Insurance Needs of Small Business Owners

The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

View all videos arrow