Wealth Management Blog

By Robert Sullivan | March 19, 2025

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

By Robert Sullivan | March 5, 2025

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

By Robert Sullivan | November 14, 2024

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

By Robert Sullivan | February 19, 2025

Revocable vs Irrevocable Trust: Pros, Cons & Key Differences

By Robert Sullivan | October 9, 2025

Medical Wealth Management: Build, Protect, and Retire Well

By Robert Sullivan | September 9, 2025

Financial Planning for Doctors: 7 Costly Mistakes Specialists Help Avoid

By Robert Sullivan | February 5, 2025

17 Smart Questions to Ask a Financial Advisor Before You Commit

By Robert Sullivan | January 2, 2025

How to Financially Prepare for Divorce: 7 Things to Consider

By Robert Sullivan | November 14, 2024

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

By Robert Sullivan | November 14, 2024

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

By Robert Sullivan | November 14, 2024

How to Plan & Manage Finances in a Blended Family

By Robert Sullivan | March 11, 2025

Portfolio Construction: A Step By Step Guide to Building Wealth

By Robert Sullivan | January 2, 2025

Long Island Wealth Statistics: Median & Average Income

By Robert Sullivan | January 2, 2025

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

By Robert Sullivan | January 2, 2025

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

By Robert Sullivan | July 17, 2025

Longevity Risk: What It Is, Why It Matters, and How to Plan for a Longer Life

By Robert Sullivan | June 20, 2025

The 3 Bucket Strategy: A Simple Way to Make Your Retirement Savings Last

By Robert Sullivan | June 4, 2025

Sequence of Returns Risk: How Market Timing Can Destroy Your Retirement (And How to Protect Yourself)

By Robert Sullivan | May 30, 2025

Retirement Planning For High Income Earners Simplified

By Robert Sullivan | April 9, 2025

The 7 Best Places to Retire in New York State

By Robert Sullivan | February 12, 2025

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

By Robert Sullivan | April 3, 2025

Estate Tax vs. Inheritance Tax: Key Differences and Costs