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I’m excited to share how I’m evolving my practice with Fortuna, a digital investment platform. Fortuna will provide you with access to an institutional-quality investment portfolio and automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor like me. If you’re interested in taking a modern approach to investment management, it only takes a few minutes to create your custom recommended Fortuna portfolio.
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Serving Your Family and Business Insurance & Investment Needs Since 2004
1393 Veterans Memorial Highway, Suite 307 S
Hauppauge,
NY
11788
Phone:
- Hauppauge 631 851 5864
Fax:
- Hauppauge 631 851 5801
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Newsletters
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.