Finding the right financial planner can be challenging. I will be the first to admit that different titles, designations, forms of compensation, and regulations
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Often, we find that people who come in for financial planning have not reviewed their estate planning documents in years, assuming they have records, to
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Since we last checked in with Chappaqua’s Scott Kahan, Jay Powell’s Federal Reserve has raised short term rates by 75 basis points in three consecutive months
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Investors often want to sell to protect their money when the stock markets decline, as we have seen this year. But how many investors know when the best time is
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It’s being called “The Great Resignation.” But many people resigning are actually looking for or starting new jobs. People switch jobs because of a better
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Some of the most challenging things people deal with is helping their aging loved ones. Emotions involved with caring for the elderly can seem almost as
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With recession forecasts creeping into the discussion on top of ongoing inflation concerns we are checking in with Scott Kahan for ideas on how to handle your
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Now that spring has arrived, it’s a good time to give your finances a “spring cleaning!” With the stock market continued volatility after record 2021 highs
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Perhaps parents’ two most significant financial goals are comfortably retiring and sending their children to college. However, allocating funds for both
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Preparing for retirement can look a little different for women than for men. Although stereotypes are changing, women are still more likely to serve as
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For many people, Social Security income is a critical component of their retirement strategy. As simple as Social Security seems, it can be complicated as to
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For the third time in the past eight months we are checking in with Scott Kahan on inflation. Last June the Certified Financial Planner professional and
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