Family Wealth Decisions Group

01/26/2026

Life insurance can play a strategic role in your financial and legacy plans, but only if done right. To learn more, check out our latest blog: 5 Big Mistakes - Life Insurance.

Life insurance is considered a valuable tool for financial, retirement, business and estate planning purposes. Its potentially favorable income tax treatment, the death benefit and internal cash value are major reasons it is a popular problem-solving tool.

01/26/2026

What's New With Social Security? Come join us for our webinar on February 18th at 5:30 PM, EST!
Click on the link to reserve your seat.

Please join us for our online webinar. RSVP to reserve your seat.

12/26/2025

Driving may be an important part of maintaining independence while aging, but when does it become unsafe? And how do you share your concerns with your loved ones? Check out our latest blog to learn more.

We know that driving represents a sense of independence and freedom. However, as we age, our physical and cognitive abilities, and hence our driving ability, declines. The rate of that decline may vary among different individuals.

12/01/2025

Check out our latest newsletter!

Newsletter Q1 2024Featured: Cards - Credit, Debit, Prepaid - What's the Story? · Making Financial Sense of "The Rules" · Webinars - Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded

11/28/2025

Check out our latest blog: Building Blocks of Savings! Learn more about the path to building your savings.

Often the trouble with saving is knowing where to start. There may be many ways to save taking into account the different tax types, liquidity access and where the savings may come from.

07/03/2025

A great Saturday spent giving back to our environment — and making it a family affair! Thank you to The Long Island Native Plant Initiative (LINPI) for the opportunity to help seed native plants. Even the next generation of Family Wealth Decisions Group got their hands dirty for a great cause!
The Long Island Native Plant Initiative (LINPI) is always welcome to more volunteers, every Saturday at 10am

05/27/2025

Check out our latest blog about the potential pitfalls in failing to name beneficiaries. Happy reading!

It is clear that choosing and designating beneficiaries to achieve a coordinated, tax-sensitive post-mortem asset distribution goal may be a complex task.

05/21/2025

Our team were all smiles for the Annual EJ Autism Walk on April 27th.

We were all reminded of how close this cause is to our hearts. People with Autism are our favorite race car drivers, our friends, innovative thinkers and our future leaders! Let’s all continue to work on our patience, spread awareness, be kinder and make their dreams come true!

04/02/2025

We'd like to welcome the newest member to the Family Wealth Decisions Group: Liam Ovington

Liam Ovington is a Financial Planning Assistant with the Family Wealth Decisions Group. He has a strong work ethic, is tech-savvy, and has a keen attention to detail.

01/03/2025

Vanessa Aldridge

01/03/2025

Our Team showed up early to the Annual Jingle Bell Run this year, hosted by the Arthritis Foundation at Hofstra University
The goal: Beat last years’ time, and that's what we did!
Happy Holidays and a Prosperous New Year from our Family to yours.

Our Team showed up early to the Annual Jingle Bell Run this year, hosted by the Arthritis Foundation at Hofstra University The goal: Beat last years’ time, and that's what we did! Happy Holidays and a Prosperous New Year from our Family to yours. 

12/27/2024

The fear of outliving their savings is one of the biggest fears of retired individuals. Consequently, it should come as no surprise that withdrawal strategies are very important to anyone thinking about retirement. How much can you withdraw from your portfolio annually without spending down your assets? What are the best ways of withdrawing from your accounts? Check out our latest blog to learn more

How much can you withdraw from your portfolio annually without spending down your assets? What are the best ways of withdrawing from your accounts? We will discuss several possible strategies below.