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
Webinar: Navigating the tax landscape and what it means for
If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.
Whole Life Insurance Can Be an Asset For Balance
Learn how you can create a balance between growth and stability with whole life insurance.
Infographic: 2019 Taxes by the Numbers
Here are the official tax numbers for 2019.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Make your retirement as exciting as your next vacation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?