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Featured Articles
Financial Planning For Seniors
  • Stretch IRA
    A brief explanation on how to stretch your IRA distributions for generations. It spreads the taxes over a longer period of time and leaves a generational legacy
  • Planning your healthcare in advance
    The New York State Attorney General's office has provided this instructive booklet to answer questions and to provide a fill-in-the-blanks Living Will document. You can print the whole booklet, or just the Living Will documents on pages 27 thru 29.
  • Personal Financial Orgnanizer
    This document is a great resource for organizing your financial records and important documents. Give a completed copy to family members, your attorney, maybe even your financial advisor.
Forms and Documents
Taxes
 

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