Friday, September 22, 2017
   
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Business Focus

Business Spotlight: Your finances in balance. Your life in harmony.

Few things are as reassuring as knowing your finances are in order. Knowing you are on track to achieve your most coveted goals and dreams can bring exceptional peace and calm. No one understands this better than Geri Eisenman Pell, CFP®, MBA, CDFA™ and her team at Pell Wealth Partners. “At Pell Wealth Partners, we believe in creating an intimate client experience by digging deep and taking the time to truly listen to our clients’ values and needs,” says Pell, private wealth advisor and chief executive officer.

Read more: Business Spotlight: Your finances in balance. Your life in harmony.

 

Business Spotlight: Retirement Planning in Briarcliff Manor

Peter J. Gallagher, ChFC®, CLU®, CASL®, AIF®, a long-term resident and active community member of Briarcliff Manor, has established Unified Retirement Planning Group (URPG) in Briarcliff Manor.

Unified Retirement Planning Group is an independent financial services firm that specializes in developing comprehensive retirement plans using a disciplined approach to help clients feel comfortable about their future retirement income, Mr. Gallagher says. 

Read more: Business Spotlight: Retirement Planning in Briarcliff Manor

 

A Balancing Act: Saving for Retirement & College

Are you faced with the dilemma of saving for your own retirement while at the same time trying to put money away for a child’s college education? How do you pursue both goals? How do you determine which is more important or what path to take?

If this hard choice sounds familiar, you’re not alone.

Read more: A Balancing Act: Saving for Retirement & College

 

Tax-Related Identity Theft Primer

Filing a tax return can be a stressful task for anybody. Assembling the data to submit to your tax preparer (if you are not a do-it-yourselfer), making sure that all the income is reported properly and making sure all available allowable deductions are taken can be very nerve wracking. Whether you will owe and how much on April 15th can be extremely worrisome. However, imagine receiving a call from your tax preparer that your return can’t be filed because a return with your Social Security Number has already been filed. I know how that feels because I’ve had to inform clients of that exact occurrence, on more than one occasion.

Read more: Tax-Related Identity Theft Primer

 

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