Westchester Financial Planning

06/03/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

06/01/2026

A disability could keep you from work and increase costs. How can you protect yourself?

05/25/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

05/19/2026

Registration required at https://www.katonahreadingroom.com/things-i-think-about/westchester-financial-planning.

05/18/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

05/15/2026

Will I Have Enough to Retire? Join me on Thursday, June 4th at 6-7:30 p.m. at the Katonah Reading Room for wine and cheese and practical conversation about income, investment strategies, healthcare costs, long-term care, inflation, taxes and planning the life you want in retirement. Email [email protected] for more information.

05/14/2026

https://www.wsj.com/personal-finance/estate-planning-essential-documents-5b3306f7?st=DMEQZ1&reflink=article_email_share

These will let you have a say in your medical care, as well as what happens with your assets after you die.

05/12/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

05/11/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.