Broker Check

17 Lumber Road
Suite 11
Roslyn, NY 11576

LinkedIn

Be Financially SURE . . . Using Researched Strategies

516-334-4900 x241

 
Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and Retirement

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

Financial Fixes: Get Out of the Minimum Payment Vortex

Financial Fixes: Get Out of the Minimum Payment Vortex

Find out how to pay off your credit cards and protect your paycheck so you can live more confidently.

The 12 Steps to Living Confidently: How to Cut Your Expenses

The 12 Steps to Living Confidently: How to Cut Your Expenses

The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.

Navigating the Ups and Downs of Business Cash Flow

Navigating the Ups and Downs of Business Cash Flow

You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

View all articles arrow

Principles of Preserving Wealth

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

View all presentations arrow

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?”

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.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Rightsizing for Retirement

What does your home really cost?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

View all videos arrow