Latest Insight
The NYSDCP 3-Year Special 457(b) Catch-Up Provision Explained
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Recent Writing
More insights
Educational commentary for people making important retirement and investment decisions.
01
Understanding Your NYSLRS Option Selection: Single Life vs. Joint Allowance
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02
Nassau & Suffolk County Police Retirement Checklist: What to Do 12 Months Out
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03
Why Keeping Your Deferred Comp 100% in Stocks can be a Risk for Retiring Cops
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04
Early 401k Withdrawals. The Rule of 55 and Public Safety Exceptions
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Archive
Earlier writing
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How Much Does a Financial Advisor Cost on Long Island?
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The Hidden Cost of High‑Fee Mutual Funds
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Retirement Planning for New York Police Officers: Beyond the Pension
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Roth Conversions: Turning a Future Tax Bomb into Tax-Free Wealth
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Before You Hire a Financial Advisor on Long Island, Ask These 7 Questions
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What NY Police Officers Need to Know Before Rolling Over a 401(k)
First Shelbourne
Looking for a clearer retirement plan?
If you are approaching retirement and want to understand how your pension, retirement accounts, and investment portfolio fit together, I would be glad to start a conversation.