Keith Kunzig, Financial Advisor

12/28/2022

The end of the year is the ideal time for reflection. What challenges did you overcome in 2022?

12/21/2022

Wishing you and yours a joyful holiday season.

12/14/2022

New York City is home to more wealthy people than any other city in the world, according to a new report.

New York City is home to more wealthy people than any other city in the world, according to a new report by investment migration consultancy Henley & Partners.

12/07/2022

Planning can turn dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

11/30/2022

With the right plan in place and personalized financial advice, achieving both milestone financial goals is within reach. If you need help in this area, know that I can help you strike the right balance.

3 simple steps for balancing two of life’s most significant financial goals

11/23/2022

You have a lot of financial priorities. Let’s talk about making one of them protecting what’s important to you.

11/16/2022

Can you spot a phishing attempt? Learn the red flags of one of the most common types of fraud.

Phishing attacks are phony communications designed to trick a person into giving a scammer sensitive or financial information. Find out how you can better protect yourself.

11/09/2022

When you plan financially for both the expected and the unexpected, life’s obstacles can be easier to navigate.

11/02/2022

Is your once empty nest no longer so empty? Consider these personal and financial tips if your adult children move (back) in.

There are some crucial financial and personal aspects of this living arrangement to consider before moving home.

10/26/2022

It’s National Financial Planning Month! In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.