Skip to main content
menu
  • Home
  • About
    • Team
    • Process
    • Philosophy
  • How We Help
    • Business Owners
    • Families
    • Individuals
  • Services
    • Asset Allocation
    • Business Succession Planning
    • Insurance
    • Retirement Planning
  • Blog
  • Contact

Blog

pink bell alarm clock showing 2:10 by Mpho Mojapelo courtesy of Unsplash.

Rip Van Winkle - Reduce the Anxiety

Feb 2, 2024
Categories
Retirement
Retirement Planning
News
Finance
Emotions
Emotional Investing
https://www.wsj.com/finance/investing/what-i-learned-when-i-stopped-watching-the-stock-market-ccf8bd86
Read More
silver and gold round coins in box by Kenny Eliason courtesy of Unsplash.

Retirement - Social Security Only?

Jan 9, 2024
Categories
Retirement
Social Security
Lifestyle
Retirement Planning
https://www.wsj.com/personal-finance/retirement-only-social-security-benefits-america-a3a706e0?st=tq7uyx5qamgk6nv...
Read More
1 U.S.A dollar banknotes by Alexander Grey courtesy of Unsplash.

Rule of 4%

Dec 6, 2023
Categories
Retirement
Retirement Planning
Income
Retirement Income
ruleof4%
lifeisgood
https://www.wsj.com/personal-finance/retirement/the-4-rule-for-retirement-is-back-627ef287?st=76fx38fquptzgj0&reflink...
Read More
red and white flowers on white table by Olena Bohovyk courtesy of Unsplash.

Sailing & RV'ing Into the Sunset

Oct 31, 2023
Categories
Retirement
Retirement Planning
Sailing
Boats
RV's
Campers
Travel
https://www.wsj.com/personal-finance/retirement/retirement-america-boat-rv-nomadic-fac65704?st=mjmldbsdjdroh3z&reflink...
Read More
a bunch of different bills laying on top of each other by PiggyBank courtesy of Unsplash.

Pension 101

Oct 2, 2023
Categories
Retirement
Retirement Planning
Pension
Lumpsum
Rollover
Income
Retirement Income
Big decision. Should you take the lump sum pension or the monthly income?
Read More
baby's gray knit hat by Minnie Zhou courtesy of Unsplash.

Healthy, Wealthy & More Sleep...

Sep 5, 2023
Categories
Retirement
Health
Sleep
Rest
Longevity
https://www.wsj.com/health/wellness/sleep-schedule-fix-health-tired-tips-206534c5?st=bclfbglhwsi6dw8&reflink...
Read More

Best Books of 2023

Aug 2, 2023
Categories
Reading
Education
Summer
Vacation
Beach
https://www.wsj.com/articles/12-books-to-read-the-best-reviews-of-july-7eb37ce4?st=g3fvesvnrkdlems&reflink...
Read More

Personal Time Lines & Goals

Jul 12, 2023
Categories
Career
Life
Goals
Dreams
https://www.wsj.com/articles/age-marry-kids-graduation-milestones-800ffec7?st=mtwt0s6y9k3q8rl&reflink=desktopwebshare...
Read More

Retire In Another Country?

May 31, 2023
Retirement, Finance, Retirement Planning, Overseas, Europe, France, Portugal, Costa Rica
Read More

The Work Life Balance... New Rules?

Apr 3, 2023
Categories
Work
Life
Balance
Family
https://www.wsj.com/articles/would-life-be-better-if-you-worked-less-3f49e69a?st=exlazs4p12ge53g&reflink=desktopwebshare...
Read More

Positivity

Mar 1, 2023
Categories
Career
Work
Positivity
Success
WSJ
Read More

The Three (3) Week Vacation...

Jan 26, 2023
Categories
Retirement
Travel
Fun
Vacation, retire, travel, retirement, Europe
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

Important COVID-19 NY EXECUTIVE ORDER

Securities offered through Cetera Financial Specialists LLC (doing insurance in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisors.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

 

Broker/Dealer website | Important Information and Form CRS | Business Continuity Plan

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Website navigation

  • Home
  • About
    • Team
    • Process
    • Philosophy
  • How We Help
    • Business Owners
    • Families
    • Individuals
  • Services
    • Asset Allocation
    • Business Succession Planning
    • Insurance
    • Retirement Planning
  • Blog
  • Contact

Company address

43 Friend Street
Congers, NY 10920

© 2025 Cetera Financial Specialists All rights reserved.