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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Is Your Financial House Haunted?
There is nothing to fear but fear itself, especially when it comes to personal finances.
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
Bulletproofing Your Business
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
View all articles 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?