Lombardi and Associates

10/18/2026

Giving back to our community is something we look forward to each quarter!

Our team recently spent the morning volunteering with Feeding Westchester, where we helped pack 500 bags of fresh produce for their Senior Grocery Program.

Each year, Feeding Westchester distributes more than 500,000 pounds of free, fresh produce to low-income seniors throughout the community, helping support healthy living and independence.

We're grateful for the opportunity to play a small part in such a meaningful mission and always appreciate the time we get to spend together giving back.

Thank you to Feeding Westchester for having us. We're already looking forward to our next visit!

10/17/2026

Families often spend more time planning how wealth will be transferred than talking about what that transfer is meant to accomplish.

Kiplinger looks at why inheritance conversations are frequently delayed and why discussing expectations, values and responsibilities before a crisis can help families prepare more thoughtfully.

It is a useful read for anyone thinking about multigenerational planning.

The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.

10/16/2026

Congratulations are in order!

On Saturday, October 10, our very own John popped the question to his now-fiancée, Raquel!

The Lombardi & Associates team is thrilled to celebrate this exciting milestone with John and Raquel. Wishing you both a lifetime of love, laughter and happiness as you begin this next chapter together!

Please join us in congratulating the happy couple!

10/14/2026

One of the greatest compliments a client can give us is an introduction.

Sometimes people hesitate to make a referral because they assume an established advisory team may not be accepting new clients.

We want our clients and friends to know that Lombardi & Associates continues to welcome conversations with individuals and families who may benefit from financial guidance.

If someone you care about has questions about retirement, investments, education funding, estate planning, executive compensation or another financial transition, we are here to help them start the conversation.
https://bit.ly/4ilGqwo

10/12/2026

Today we recognize Columbus Day and the start of another fall week.

We hope you have an opportunity to enjoy the season, spend time with family and friends and make the most of October in the greater New York area.
https://bit.ly/4s0EsVr

10/09/2026

Sending a child off to college comes with a long checklist, but once they turn 18, there are a few legal and financial conversations families may want to add.

Michael Batas shares considerations around health care authorizations, financial responsibilities, account access and helping a new adult build good money habits.

Read the latest Lombardi & Associates Perspective:

Sending a child off to college comes with a long list of things to do.

10/07/2026

At Lombardi & Associates, the work matters because the people matter. Families, careers, milestones, travel, community involvement and everyday life all shape the goals clients bring into planning conversations.

Here is a little glimpse of life outside the office.

10/05/2026

October is National Financial Planning Month.

A financial plan is not something you create once and forget. It should evolve as your career, family, goals and responsibilities change.

This month can be a useful time to revisit a few questions:

• What has changed since the beginning of the year?
• Are your retirement and savings goals still on track?
• Have your tax, estate or insurance priorities changed?
• Are there decisions you want to address before year-end?

A good plan gives you a framework for making those decisions with intention.
https://bit.ly/473eWp7

10/03/2026

Join Lombardi and Associates as we give back to our community with Feeding Westchester!

We’ll be volunteering at the Elmsford warehouse on Friday, October 9, from 9:30–11:00 AM, helping with a variety of projects to support Feeding Westchester’s mission.

We’d love to have you join us for the morning.

📍 Feeding Westchester
200 Clearbrook Road, Elmsford, NY 10523

To reserve your spot, email [email protected].

Learn more and view event details:
https://bit.ly/3TyNOv5

10/02/2026

Fall in Westchester has plenty to offer, from scenic walks and local festivals to seasonal events throughout the county.

Visit Westchester has put together a guide to fall happenings, including events in Port Chester, Sleepy Hollow, Tarrytown and communities across the region.

What is one local fall tradition you look forward to every year?

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