Frequently Asked Questions

Over 500 every day financial questions answered.

Select a Category below to get started:

Business Owners

Small Business
Choosing a Professional
Employee Benefits
Record Keeping
Travel and Entertainment
Marketing and Pricing
Business Forms of Organization
Incorporating
Limited Liability Companies

Home Owners

Buying a Home
Mortgages
Homeowner’s Insurance
Selling Your Home
Planning Your Move

Financial Planning

Developing a Financial Plan
Investment Options
Annuities
Bonds
Mutual Funds
Stocks
Saving for College
Retirement Assets
Retirement Plan Distributions
IRAs
Traditional vs Roth IRAs
Social Security Benefits

Insurance

Car Insurance
Disability Insurance
Home Owner’s Insurance
Life Insurance
Long-Term Care Insurance

Life Events

Buying or Leasing Your Next Car
Getting Married
Getting Divorced
Death of a Loved One
Other

Credit

Credit Cards
Credit Reports
Credit Rating
Financial Trouble

Banking

Financing Questions
Getting a Loan
Loan Questions
Bank Accounts
ATM Transactions

Affluent Individuals

Charitable Contributions
Charitable Deductions
Living Trusts
Your Estate and Taxes

Parents

Raising a Child
Saving for College
“Nanny Tax” Rules
Avoiding Scams

Taxes

Tax Saving Strategies
Record Keeping for Your Taxes
Tax Benefits of Higher Education

Contact Us

LOCATION

NEW YORK CITY
1412 Broadway
21st Floor
New York, NY 10018

FORT LAUDERDALE
401 East Las Olas Blvd
Suite 1400
Fort Lauderdale, FL 33301

P: 646-933-9534

Request a Consultation We are able to work with your unique schedule including after-hour appointments, most weeknights, and weekends.

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