Financial Planning Guides

All guides

11 guides so far. Each is educational and general in nature, so your own situation may differ.

1. Guide · Second OpinionsUpdated November 2, 2026What Is a Financial Second Opinion?When a second opinion makes sense, what to bring, and what the meeting covers.Read the guide
2. Local pageUpdated November 2, 2026Financial Planning in Huntington, NYOur services, how we work, and the towns we serve.Read the guide
3. Guide · Retirement Tax PlanningUpdated October 29, 2026The Pro Rata Rule for Roth ConversionsHow after-tax IRA dollars change what a conversion costs in tax.Read the guide
4. Guide · Retirement Tax PlanningUpdated October 29, 2026Roth Conversion Strategy for RetireesHow conversions interact with brackets, Medicare, and RMDs.Read the guide
5. Guide · Choosing an AdvisorUpdated October 28, 2026Red Flags When Choosing an AdvisorA neutral checklist of warning signs and how to verify.Read the guide
6. Guide · Business Retirement PlansUpdated October 28, 2026Small Business 401(k) Options401(k), SEP IRA, and SIMPLE IRA compared for owners.Read the guide
7. Guide · Estate PlanningUpdated October 28, 2026Estate Planning on Long Island, NYA starter guide to the documents, paperwork, and who does what.Read the guide
8. Guide · Fiduciary DutyUpdated October 28, 2026What Is a Fiduciary Financial Planner?The standard, its limits, and how to verify it.Read the guide
9. Guide · Huntington, NYUpdated October 28, 2026Fee-Only Financial Advisor in Huntington, NYHow we work, who we serve, and what to ask any advisor.Read the guide
10. Guide · Tax ProfessionalsUpdated October 28, 2026Enrolled Agent vs CPATwo tax credentials compared: licensing, scope, and fit.Read the guide
11. Guide · How Advisors Get PaidUpdated October 28, 2026Fee-Only vs Fee-Based Financial AdvisorHow advisors get paid, and the questions that reveal it.Read the guide

These guides are educational and are not personalized investment, tax, or legal advice. See our compliance page for disclosures and our fees page for how we are paid.