Fifty-year mortgages – what you should know (and why they’re still mostly a concept)
© Flynt| Dreamstime.com. There’s been a lot of talk lately about 50-year mortgages. Could they make homeownership more affordable? Could...
Year-end planning 2025
© Wutthichai Luemuang| Dreamstime.com As the end of 2025 approaches, now is the time to evaluate your financial picture, reduce...
The future of Social Security — what you need to know and how to plan around it
© Jon Anders Wiken | Dreamstime.com One of the most common questions we hear from clients, especially younger generations, is...
The ‘One Big Beautiful Bill Act’ sweetens 529 Plans and education savings
Courtesy dreamstime.com. When President Trump signed the "One Big Beautiful Bill Act" (OBBBA) into law on the Fourth of July,...
It’s never too early for an eldercare financial plan
Chris Kampitsis and Ben Soccodato head The SKG Team at Barnum Financial Group, with an office in Elmsford. Courtesy The...
Using Roth to maximize your estate
“Through careful consideration of tax implications, individual goals and the potential longevity of beneficiaries, Roth conversions can unlock a wealth...
From deductions to credits – a tax-saving guide
Being aware of all the possible deductions and credits at tax time can determine what you owe – or what...
Strengthening your financial fitness in 2024
With January recast as wellness month https://westfaironline.com/exclusives/in-praise-of-january-no-seriously/ – a time to reset, reflect, recharge and reorganize – it’s also a...
Five tax strategies before you fileÂ
When preparing your taxes, it”™s a good idea to have all receipts, credits and forms at your disposal, write Ben...
What you need to know about financial planning for college education
There are many ways to save for college education. It’s the how and where that is the hard part.Â
