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
- 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
- Which NY legislators would be most influential in supporting or opposing the expansion of online wagering in NY? 2011/12/26
- I thought that Jane Margolis' father on #breakingbad also played Q on Star Trek TNG. No? 2011/12/20
- US will not intervene in #Syria Arab states need to step up 2011/12/20
- #2BrokeGirls CBS how is it possible for parents to raise well adjusted children with casual teen sex glorified on CBS primetime? 2011/12/19
- Attending Operating the NY Not for Profit Organization seminar 2011/12/14
- @JeenaBelil Must be careful of lost charging components; so much of this around the house, easy to misplace, especially by the kids. 2011/12/11
- @kaseygrant What did you think of ABQ when you visited? Mostly negative postings on the web re: quality of life etc. but it sure looks nice 2011/12/11