Gotham Financial Services

11/23/2021

Lifestyle considerations in creating your retirement portfolio.

11/16/2021

Car prices and inventory are in the news a lot. Do your research to get the best deal. Let's talk if you have questions about which approach to take.

There are a few things to consider when buying or leasing your next vehicle.

10/26/2021

As we approach the of the year, here are some interesting tax items.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

10/19/2021

For homeowners who think their property taxes are too high, there are ways to appeal.

10/12/2021

Short video about a useful strategy to help loved ones who might need a little extra help.

A special needs trust helps care for a special needs child when you’re gone.

10/05/2021

Review this list. These are important conversations to have. Please feel free to contact me if you have any questions.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

09/30/2021

We hear a lot about inflation lately. Here is a brief overview. For a deeper dive on how inflation might be impacting your household budget or your portfolio feel free to call us and we can discuss different ideas and strategies.

It's important to understand how inflation is reported and how it can affect investments.

09/23/2021

Mark your calendars. Some useful dates to keep track of.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

05/05/2021

Good visual to understand the changing tax landscape.

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

12/13/2020

Something everyone should consider.

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

12/08/2020

Every cent counts.

Here are some simple and inexpensive energy-saving tips that may help you save money.