Westchester Financial Planning

Westchester Financial Planning As an independent LPL Financial Adviser, I create objective and holistic investment and retirement s Member FINRA/SIPC
(www.finra.org, www.sipc.org).

I specialize in:

IRA Rollovers
Individual Investment Accounts
Trust Accounts
Corporate Accounts
Family Offices
Affluent Households
Estate and Retirement Planning


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Third-party posts found on this profile do not reflect the view of
LPL Financial and have not been reviewed by LPL Financial as to accu

racy
or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. www.finra.org
www.sipc.org

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
09/07/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
08/31/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Secrets of the Temple: How the Federal Reserve works.
08/24/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

For many homeowners, the biggest weather risk may no longer be hurricanes.New research from First Street found that seve...
08/20/2026

For many homeowners, the biggest weather risk may no longer be hurricanes.

New research from First Street found that severe convective storms, including tornadoes, hail, and damaging winds, have become the costliest insured natural disasters worldwide.

In 2025, these storms accounted for one-third of global natural disaster economic losses. Insured and uninsured losses totaled $82 billion, with $68 billion concentrated in the U.S.

Hail is the biggest driver of insurance payouts within this category, followed by severe winds.

These storms tend to move quickly, but they can cause widespread damage to homes, cars, businesses, and infrastructure.

For homeowners, the growing cost of severe weather can show up in more than repairs. It may also affect insurance premiums, property maintenance, emergency savings, and long-term housing costs.

As weather risks shift, it can be worth reviewing coverage, deductibles, and how prepared your household is for unexpected property damage.


Source:

Severe "convective" storms account for roughly a third of global natural disaster economic losses, a new study finds.

What do you need to know when the market experiences volatility?
08/17/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
08/10/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
08/03/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
07/27/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Address

280 N Bedford Road, Suite 205
Mount Kisco, NY
10549

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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