Wexford Financial Strategies

CONNECT

Address:

1 Huntington Quadrangle, Suite 2C10
Melville, NY 11747

Phone:

516-714-5200

Fax/Other:

646-328-5158

Blog

Are There Really Tax-Free Retirement Plan Distributions?

Are There Really Tax-Free Retirement Plan Distributions? A look at some popular & obscure options for receiving money with little or no tax. Provided by ChFC®, CFS®, CLU® ChSNC® Will you receive tax-free money in...
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Life Insurance with Long Term Care Riders

Life Insurance with Long Term Care Riders As conventional LTC policies grow costlier, alternatives have emerged. Provided by Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® The price of long term care insurance is really...
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Evaluating Professional Advice

Obtaining professional advice is a significant step and should not be approached lightly. As with investors and their objectives and constraints, professional advisors also differ in their philosophy, processes, services, education,...
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Bag Lady Syndrome

Bag Lady Syndrome You must avoid it. Think about tomorrow, not just today. Provided by: Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® No woman wants to end up a “bag lady” – impoverished, out of options,...
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Is This the Season to Change Jobs?

Is This the Season to Change Jobs?The top financial considerations for those ready to make a move. Provided by: Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® Switching from one job to another can literally pay off. Data...
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How Can LTC Insurance Help You Protect Your Assets?

How Can LTC Insurance Help You Protect Your Assets?Plan to create a pool of healthcare dollars that you can use when the time comes. Provided by Scott B. Zuckerman, ChFC, CFS, CLU, ChSNC How will you pay for long-term care? At the...
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Retirees Are Racking Up Credit Card Debt

Retirees Are Racking Up Credit Card DebtNew statistics point out an alarming financial problem. Provided by Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® $6,876. That is the average amount of credit card debt owed by an...
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The Psychology of Saving

The Psychology of Saving How many households have the right outlook to build wealth? Provided by Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® Why do some households save more than others? Building household savings may...
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