In this episode, you’ll meet one of Larry’s clients, Ivan Ziegler, the Long Island Chapter President of Friendship Force International. Friendship Force International is a non-profit cultural organization that focuses on promoting understanding, cultural education, and citizen diplomacy through homestay journeys and personal friendships. By bringing together people from different cultures and backgrounds, the organization …

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Stock Markets will go up and down over the course of a lifetime. You want to be prepared for these fluctuations, especially in retirement. A steady income stream will help you in a volatile market allowing you to sleep better at night. In this episode, I share investment strategies to take during retirement to help …

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Do you know the fundamental pieces to estate planning?  It is critical for everyone to understand what documents are needed, the importance of the documents, techniques needed for estate planning, and how estate planning has been impacted by the recent tax law changes. Learn more in this episode as I interview a very special guest, …

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To understand what a Roth is, we must understand the differences between both a Roth and a traditional IRA. Before you and your advisor decide what’s best for you, it’s important to clearly understand what makes each type of IRA unique. Learn more in this podcast as I share more about how and when to …

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In this episode, Larry gives 10 keys to revamping our finances for a successful 2018. Grab a piece of paper and jot down this list of practical tips, which could set you up for the next 10 years and beyond. Join Larry as he shares his top 10 financial steps for 2018! Learn How to Retire …

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This December will be the month that marks the finalization and voting of the new tax bill. This new tax bill will impact both corporate and personal taxes.  Changes brought about by the tax law are sure to affect different facets of our financial plans, including how we plan for retirement. Learn more about the …

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