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Wealth Management Blog

All Education Planning Estate Planning Financial Planning Investment Management Local Market Insights Retirement Planning Tax Planning

Education Planning

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6 Pros and Cons of Student Loans: Is Borrowing for College Worth It?

By Robert Sullivan | March 19, 2025

6 Pros and Cons of Student Loans: Is Borrowing for College Worth It?

How to Pay for College Without Going Broke: 13 Ways to Cut Costs and Avoid Debt

By Robert Sullivan | March 5, 2025

How to Pay for College Without Going Broke: 13 Ways to Cut Costs and Avoid Debt

New York 529 College Savings Plan: What It Is & How to Open One

By Robert Sullivan | November 14, 2024

New York 529 College Savings Plan: What It Is & How to Open One

Estate Planning

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Revocable vs Irrevocable Trust: Pros, Cons & Key Differences

By Robert Sullivan | February 19, 2025

Revocable vs Irrevocable Trust: Pros, Cons & Key Differences

Financial Planning

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17 Smart Questions to Ask a Financial Advisor Before You Commit

By Robert Sullivan | February 5, 2025

17 Smart Questions to Ask a Financial Advisor Before You Commit

How to Financially Prepare for Divorce: 7 Things to Consider

By Robert Sullivan | January 2, 2025

How to Financially Prepare for Divorce: 7 Things to Consider

SMART Financial Goals: What They Are, Benefits & 4 Examples

By Robert Sullivan | November 14, 2024

SMART Financial Goals: What They Are, Benefits & 4 Examples

First Meeting with a Financial Advisor: What to Bring? [w/ Checklist]

By Robert Sullivan | November 14, 2024

First Meeting with a Financial Advisor: What to Bring? [w/ Checklist]

How to Plan & Manage Finances in a Blended Family

By Robert Sullivan | November 14, 2024

How to Plan & Manage Finances in a Blended Family

Investment Management

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Portfolio Construction: A Step By Step Guide to Building Wealth

By Robert Sullivan | March 11, 2025

Portfolio Construction: A Step By Step Guide to Building Wealth

Local Market Insights

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Long Island Wealth Statistics: Median & Average Income

By Robert Sullivan | January 2, 2025

Long Island Wealth Statistics: Median & Average Income

Top 7 Richest Neighborhoods & Towns on Long Island [2024 Data]

By Robert Sullivan | January 2, 2025

Top 7 Richest Neighborhoods & Towns on Long Island [2024 Data]

What is Considered Wealthy in New York State? [Average Net Worth]

By Robert Sullivan | January 2, 2025

What is Considered Wealthy in New York State? [Average Net Worth]

Retirement Planning

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The 7 Best Places to Retire in New York State

By Robert Sullivan | April 9, 2025

The 7 Best Places to Retire in New York State

What Happens to Your 401(k) When You Quit Your Job? (And How to Avoid Costly Mistakes)

By Robert Sullivan | February 12, 2025

What Happens to Your 401(k) When You Quit Your Job? (And How to Avoid Costly Mistakes)

Tax Planning

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Estate Tax vs. Inheritance Tax: Key Differences and Costs

By Robert Sullivan | April 3, 2025

Estate Tax vs. Inheritance Tax: Key Differences and Costs

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Investment Insight Wealth Management

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(516) 249-0060 hello@myinvestmentinsight.com 36 West Drive
Massapequa, NY 11758

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