consulting clients

“Take the money you’d normally save for retirement and put it into an account for emergencies.” As the coronavirus spreads across the US, most of our lives have come to a halt. Some Americans are already out of work and millions may end up losing their jobs during a potential recession, says CNBC in the […]

Elder Couple with Bills

Not enough savings and too much spending? You move along through life and perhaps think about retirement, but some people do not plan retirement, until they are in their mid 50s. The result? Mistakes have already been made, according to The Street in “Avoid These Big Mistakes in Your Retirement Planning“. The biggest, most obvious […]

Couple checking the Text Message on the Phone

Life can get in the way of you meeting your goals. However, embracing some tactics can be helpful. Making resolutions to accomplish certain goals is never an easy task and New Year’s resolutions are no different. Financial goals are often on the list of resolutions and there are some secrets to follow that can help […]

A proper Caregiver Agreement is essential when a loved one or friend wants to pay you to provide assistance and care for them. Here is a link to an article in which Michael J. Amoruso, Esq., Managing Partner of Amoruso & Amoruso LLP in Westchester County, NY and Howard S. Krooks, Esq., Of Counsel to […]

golden egg

Take advantage of these tips to grow your retirement nest egg this year. Are you saving for retirement? Whether you are or not, it’s never too late to start! But the earlier the better. A recent article in US News and World Report titled “5 Steps to Save More for Retirement” offers solid tips on […]

bills and coins

Seriously, if you just do this one thing right for an entire lifetime you will end up wealthy. It is literally that simple. Wealth building can essentially be summed up with one sentence: “Spend less than you earn and invest the difference wisely.” Of course, there’s more to it than that. Nevertheless, if you adhere […]

family

When you really think of it, who is better equipped to serve your interests under such dire circumstances than you yourself? Estate planning is not meant to be something done solely in the last chapter of life. Think of it as a plan for all the chapters of your life—a plan that you should start […]