Blog and Resources
Financial news you don't want to miss.
The Impact of Falling Interest Rates
January 24, 2024Interest rates are projected to decrease significantly compared to the increases of recent years. Laurance J. Kersh, CFP...
Retirement Plan Limits for 2024
January 23, 2024Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased onc...
Q1 2024 Newsletter
January 02, 2024This newsletter edition contains the following articles of interest: Can Your Personality Influence Your Portfolio? Bond...
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
December 18, 2023Federal tax credits may be available to help offset your cost to purchase certain clean vehicles (including electric, pl...
After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024
December 12, 2023Despite high interest rates and unsettling geopolitical conflict, the U.S. economy outperformed the expectations of most...
College Cost Data Released for 2023-2024
November 16, 2023Every year, the College Board releases new college cost data and trends in its annual report. The figures published are ...
Most Medicare Costs Are Increasing in 2024
November 08, 2023Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here's a look at some ...
With Holidays Ahead, Can Consumers Keep Carrying the Economy?
November 01, 2023Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in dr...
The Benefits of Investing in Dividend Stocks
November 01, 2023The current interest rate environment in the country has undergone significant changes compared to the Covid era. Lauran...
NYACP Collaborative Chat
October 31, 2023NYACP President Melissa Goodstein hosts a Collaborative Chat with NYACP Member Andy Samalin. Disclosure