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Blog

Scott Zuckerman | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Scott Zuckerman | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Scott Zuckerman | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Scott Zuckerman | Jan 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Scott Zuckerman | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Scott Zuckerman | Dec 6, 2022

Keeping your Personal Finances in Shape

Finance

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a

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Scott Zuckerman | Dec 2, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Scott Zuckerman | Nov 29, 2022

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

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Scott Zuckerman | Nov 25, 2022

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Scott Zuckerman | Nov 22, 2022

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Scott Zuckerman | Nov 18, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Scott Zuckerman | Nov 15, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Contact Us

Offices

Long Island

900 Walt Whitman Road
Suite 310
Melville, NY 11747

Florida

6500 NW Second Avenue
Suite 309
Boca Raton, FL 33487

 

Contact Info

516-714-5200
info@wexfordfs.com

   

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