AUSTIN, TX — February 6, 2019 — Many people will find preparing their tax returns more challenging this year because of the new law. It’s the first year for returns under the Tax Cuts and Jobs Act, and even tax pros and the IRS are still catching up. The law is supposed to simplify taxes, and indeed, far fewer taxpayers …
By BENJAMIN SULLIVAN (CFP®), IRS Enrolled Agent (EA)
How to Overcome Investor Paralysis
By BENJAMIN SULLIVAN
Start Out Small and Diversify Many people feel paralyzed about investing, especially if they’ve invested little or nothing in the market before. Investors are bombarded with conflicting messages about whether the stock market will continue hitting new highs or is a house of cards waiting to self-destruct. If the experts are so unsure, it’s understandable that the average investor can’t …
By BENJAMIN SULLIVAN
How to Help Your Grandchildren Financially
By REBECCA PAVESE
Planning Helps You Do It Fairly and Efficiently Many grandparents want to help their grandchildren—and even future grandchildren—financially. But this can be challenging because so many issues of fairness can arise. If you have multiple grandchildren of varying ages and have been giving each of these grandchildren gifts of varying sizes since birth, the amounts may not be equal. …
By REBECCA PAVESE
Milagros Lecuona, White Plains Mayoral Candidate, Anthony D. Criscuolo, Certified Financial Planner CFP® with Palisades Hudson Financial Group, and Hezi Aris, Yonkers Tribune Editor-at-Large on Westchester On the Level – Tuesday, July 18, 2017th at 10am DST
WESTCHESTER COUNTY, NY — Milagros Lecuona is immersed in the upcoming White Plains Democratic Party Primary for the Office of Mayor. We delve into her growing base of support and attempt to discern a takeaway being expressed by her supporters and if she has tapped into an unacknowledged segment of society overall question the political transformation. This segment airs from …
Index Core U.S. Investments, Use Active Funds for Emerging Markets, REITS and Natural Resources
PAUL JACOBS
Take Advantage of Both Efficient and Inefficient Stock Markets Index funds are growing so fast that some pundits fear the financial system someday will break down when no one pays attention to stock prices. But that’s not going to happen, so don’t worry about it and keep indexing. Indexing is still by far the best way to invest in the …
PAUL JACOBS
Retiring Abroad? You Can Get Tripped Up by Taxes, Investments and Health Care Unless You Plan
By SHOMARI HEARN
People thinking of retiring abroad usually consider how health care, money and federal income taxes will work. But they often overlook issues such as state income taxes and estate plans. Retiring outside the U.S. involves more than researching the cost of living. Without planning, you could be hit with surprises that cost time and/or money. Federal income tax. American citizens …
By SHOMARI HEARN
Read The Westchester Guardian – April 24, 2014 Edition
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Read The Westchester Guardian – December 6, 2012 Edition
Click to read The Westchester Guardian – December 6, 2012 edition Click onto the hyperlink above to open the virtual paper onto you screen. Please be patient as it may take about 30 seconds for the document to be displayed onto your computer screen. You will need Adobe Reader [http://get.adobe.com/reader/] to view the document. Get the latest, fully functioning Adobe …
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