Mark Geschwind & Associates

Mark Geschwind & Associates Mark Geschwind & Associates help individuals and businesses with their financial planning, retirement, investment & insurance needs.

As an Independent Advisor with no proprietary ties, we are able to objectively recommend what's best for the client. Securities and advisory services through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor. Information relating to securities is intended for use by individuals residing in CA, DC, FL, IL, MA, NC, NJ, NY, OH, OR, PA. Mark Geschwind and Associates and Centaurus Financial, Inc are not affiliated

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/01/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

05/29/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/27/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Saving for college doesn’t have to be as complicated as college itself.
05/25/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
05/22/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
05/20/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/18/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

When was the last time you looked at the content of your portfolio? Steps to consider here.
05/15/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

FDIC insurance was designed to protect your deposited funds, but do you know how?
05/13/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

When it comes to investing, you may be your own worst enemy.
05/11/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Address

Jericho, NY
11753

Telephone

+15163346106

Website

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