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

Financial Advisor in Rochester, NY

Due to COVID-19 related restrictions, my live workshops are currently on hold.

But you can watch this informative video then schedule a free 30-minute one-on-one consultation.

Book My Consultation

News and Workshops

Upcoming Workshops

Thursday, July 30: Brookside Recreation Center
Wednesday, July 29: Perinton Community Center
Wednesday, July 22: Webster Recreation Center

Featured Articles

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Additional Articles

Let Your House Pay For Your 2020 Roth IRA Conversion
Retirees get a break from required minimum distributions this year. What experts say to do instead
Tax Changes Make This A Good Time To Revise A Will
3 healthy habits for health savings accounts
New 2021 IRS Income Tax Brackets And Phaseouts
Life Settlements Provide Escape Hatch When You Need Cash
Do You Have A Digital Estate Plan?
How to Avoid Paying Taxes on Social Security Income
Covid-19 Has Made Caregiving Harder, But Isn’t Making Americans More Likely To Plan For Their Old Age

Newsletter

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