About
This site is intended to be a repository for practical information, ideas and dialogue useful to the financial services professional working in the New York market. Since the range of services offered by financial planners is so diverse, this site will focus particularly on legal and tax questions involving the use of life insurance, annuities, long-term care and disability income coverage by individuals and small businesses.
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Relevant Links and Documents
Docs & Articles
Fee-only Advisors
Gov't Sites
- FDIC
- Guardian & Fiduciary Services
- HIICAP
- New York City Caregivers’ Website
- New York Medicaid Reference Guide
- New York Official Reports
- New York State Agencies
- New York State Insurance Department
- NYC Human Resources Administration
- Senior resources directory from New York State
- Social Security Connect
- SSA POMS (Policy & Operations Manual)
- Wisconsin Medicaid Handbook
Insurance Companies & Industry Organizations
Insurance/Planning Sites
Local NYC Orgs
New York Agencies
NYC Small Law Firms
Web Resources
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Recent Posts
- Dodd-Frank Wall Street Reform May Significantly Impact Insurers
- Annuity Payout Denied
- The Million Dollar Annuity
- Position with Top New York Financial Services Agency
- Rachael Ray Talks About Estate Planning
- New York Life Settlement and STOLI Legislation
- Estate Planning Organizer
- Wall Street Journal Article Regarding Online Wills and Ethical Dilemma
- Financial Planning Association of NY Invites Allied Professionals to Network
- Like “Financial Planning,” “Leaving a Legacy” Means Different Things to Different People
- Prudential HD Lifetime 7 Plus Variable Annuity
- Financial Wellness Coaching Takes Hold
- Financial Advisor and Quarterback Sacked for Loss of Yards
- New York Life’s Mark Pfaff Promoted to Executive Vice President
- IRS Offers Criminal Amnesty to Offshore Account Holders
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Rick's Tweets
- Enjoying my new SSD hard drive; windows load in 20 secs and all other programs are almost instantaneously responsive 2012/04/05
- RT @WillMcDonald9: #Seinfeld's slimy dentist Tim Whatley became #BreakingBad's meth genius Walter White. NEVER MADE THAT CONNECTION!! NICE! 2012/03/19
- who has the most walker kills #walkingdead? Rick? Darrel? Glen? I say Darryl 2012/03/19
- Laurie's response to Rick telling her about killing Shane on #WalkingDead was a little off imo 2012/03/19
- New blog post: Section 7520 Rates http://t.co/a4Tf4MNO 2012/03/03
- #walkingdead 2012/02/26
- I was going to say that the good news at least is the pilot didn't compound the (@YouTube http://t.co/hEHloy5m) 2012/02/22
- Interesting how public expectations of USPS service and facilities is so dismal 2012/01/10
- RT @Mayroot: Cruising through season 2 of #breakingbad with @lindsaymarut! Amazing show! UP TO S2EP12 THE PHOENIX NOW. 2012/01/02
- RT @cheriecorso: G2 Organics Now Available at the Salon: http://t.co/oJO0B9Fn detoc, bring good energy. CAN'T WAIT TO GET THERE!! 2012/01/01