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Blog

Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Scott Zuckerman | Jun 21, 2022

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Scott Zuckerman | Jun 17, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Two yellow balloons with smiley faces on them
Scott Zuckerman | Jun 14, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Scott Zuckerman | Jun 10, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Two older businesspeople looking at a tablet screen
Scott Zuckerman | Jun 7, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Hands holding a small wrapped present
Scott Zuckerman | Jun 6, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Scott Zuckerman | Jun 5, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Scott Zuckerman | Jun 4, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Scott Zuckerman | Jun 3, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Want to learn more? Contact us today to see what we can do for you.

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

   

Get in Touch

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