Join us for this very helpful webinar in which you will learn what this means for you if you plan to stay or leave NY during your retirement. You will also learn what actions you can take to reduce your tax burden in New York, along with what to consider if you would rather move […]
About 83% of all Americans use a credit card, and the average American uses 4 different credit cards at any given time. But how do you know if your credit card is functioning as an asset or a burden in your financial life? Join us at this webinar to learn about making the most of […]
In 2019, Congress passed the SECURE Act, effectively eliminating access to an estate planning strategy called the Stretch IRA. In the flurry of events and legislation that have transpired since then, it is easy to forget that this change occurred. At this webinar, we will discuss the implications of the SECURE legislation and explore alternatives […]
The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement. Learn more about taxation in retirement and potential ways to become less tax toxic.
The Social Security Administration released its annual Trustees’ Report on the state of the Social Security Trust Fund. According to this report, the fund is expected to run dry by 2033, a full year sooner than previously projected. Join us for this event to learn what this means for working Americans and their retirement. […]
Join us for an interactive ONLINE TUTORIAL with Portia Randall, Founder of Pretty Platters Boxes. This online class will teach you how to create a beautiful charcuterie display, perfect for Valentines Day or really any day! Upon registration, you will receive an email with the suggested grocery list for you to purchase in advance of […]
In January, the Department of Education announced a 90-day extension of its federal student loan forbearance program. How does this impact you?
Did you know that life insurance can help save you and your family on taxes? Join us for this webinar to learn how! Many people use life insurance to help their family have access to income, but it can also be a very effective long-term wealth transfer instrument. If set up carefully, a policy can […]
An investment requires an 11% gain to recover from a 10% loss. But it takes a 100% gain to recover from a 50% loss. This math is the reason why volatility in the market can be such a concerning phenomenon for investors. The more fluctuation experienced by the market, the greater chance investors will experience […]
We are excited to host our first event at Topgolf. So what is Topgolf? In short, its a sports entertainment complex that features an inclusive, high-tech golf game that everyone can enjoy. We have reserved a few "hitting bays" that are partially outside (perfect for COVID safety requirements) and they are heated for this time […]
This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will FEEL […]