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Early Retirement Long Island Financial Planner Fiduciary

Critical Considerations for the Early Retirement Planner

Thinking of moving up your target retirement date? Consider these key things in order to make it a reality.

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Pennies

Navigating Retirement With an Excess Benefit Plan

You've hit the annual contribution limit of your company-sponsored 401k plan. Now what?

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Retirement Planning & Retirement Management

Retirement is a major life change. Some of the decisions you make at retirement will affect your financial future - no do-overs.

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White House

Exploring the Early Effects of the 2017 Tax Overhaul

In December 2017, the White House signed into effect the most significant tax overhaul in decades. What impacts have been felt?

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Estate Plan

The Fundamentals for Responsible Estate Planning

As we get older, planning for the security of our loved ones after we die becomes more of a priority.

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160107175354 Market Correction Arrow 780X439

There Has Been a Stock Market Correction. Now What?

While stock market corrections are healthy and needed, it doesn't make a correction any less painful.

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