• Skip to primary navigation
  • Skip to main content
  • Skip to footer

The Estate, Legacy and Long-Term Care Planning Center of Western NY

Financial Advisor in Rochester, NY

  • Home
  • About
    • What Makes Me Different
    • My Fiduciary Commitment
  • Services
  • Workshops
    • How Your Kids Can Inherit Your IRA 100% Tax-Free (Webinar)
  • Who I Serve
  • News
  • Contact

Articles

November 24, 2020 By billmonte

Caregiving and finances: it’s all in the family

Caregiving and finances its all in the family

Caregiving and finances: it’s all in the familyAs we begin the caregiving journey, we are mainly concerned about our aging parents’ well-being and safety. This can be a difficult time psychologically for adult children as they watch their parents, once vital and in charge, become frail and in need …

Continue Reading

November 24, 2020 By billmonte

What Biden Will Do: 24 Policy Plays to Expect From the Next Administration

What Biden Will Do 24 Policy Plays to Expect From the Next Administration

What Biden Will Do: 24 Policy Plays to Expect From the Next AdministrationThe Kiplinger Letter forecasts President-Elect Joe Biden’s biggest priorities -- and the likelihood of progress on them.After the various legal challenges play out, Joe Biden will almost certainly be president come Jan. 20, …

Continue Reading

November 17, 2020 By billmonte

Big Changes Likely for Social Security, Medicare Under a Biden Presidency

Big Changes Likely for Social Security Medicare Under a Biden Presidency

Big Changes Likely for Social Security, Medicare Under a Biden PresidencyThe new president and a fresh Congress will sooner or later have to face the twin safety net programs, both sorely in need of help.When President-Elect Joe Biden takes office next year, sooner or later he and Congress will need …

Continue Reading

November 17, 2020 By billmonte

Now Is The Best Time In History To Do A Roth IRA Conversion

Now Is The Best Time In History To Do A Roth IRA Conversion

Now Is The Best Time In History To Do A Roth IRA ConversionCurrently, six factors are converging to make Roth IRA conversions more promising for more IRA owners than ever before.No Required Minimum Distributions (RMDs) For 2020 The $2 trillion dollar Coronavirus Aid, Relief, and Economic Security …

Continue Reading

November 17, 2020 By billmonte

Let Your House Pay For Your 2020 Roth IRA Conversion

Let Your House Pay For Your 2020 Roth IRA Conversion

Let Your House Pay For Your 2020 Roth IRA ConversionJust the title of this article could be enough to push Dave Ramsey into anaphylactic shock. For most of his audience, having a paid-up house in retirement is a good thing—to be preserved. I am proposing an idea that will likely work with wealthier …

Continue Reading

  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Interim pages omitted …
  • Page 27
  • Go to Next Page »

Join Our Newsletter for Updates

Footer

Schedule A Call

Privacy Policy

Copyright © 2025 · The Estate, Legacy and Long-Term Care Planning Center of Western NY

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/