We all engage in trading in one form or another – and usually money and finance are at play. Look for articles here to make the most of yours!
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Croton-on-Hudson and beyond event highlights: Credit Score, SAT Prep, Senior Fitness, Dinner Specials, Comedy Night and more!

The “Go To” Place for Croton on Hudson, NY View this email in your browser This Week In Croton We share and expand local knowledge for the benefit of all…              Below is a glimpse of what is going on locally. Click on our full calendar to find out more about what… Read more »

Your credit score matters!

Your Credit Score is critical when applying for loans and can also affect other financial components of your life including several types of insurance.  Understanding and optimizing your credit is important to receiving the best terms on loans such as mortgages and better rates for life & auto insurance.  There… Read more »

Tax Planning for the Unknown

The possibility that there will be major tax reform in the next several months makes tax planning for this year more important than ever.  The possibility of lost deductions along with some lowering of tax rates for next year, means that you can save big on taxes in if you accelerate… Read more »


Before you start to shop for Christmas, remember to put something away in case you have taxes to pay.  Tax time comes quickly after the holiday season and you don’t want to owe taxes as well as credit card bills!  There are some things you can do before the end… Read more »

Financial Gifts and Tips for New Graduates: Edward Jones Cortlandt Manor

It’s Graduation Season again. If your child is graduating from high school or college, you have reason to celebrate. But what should you give to your newly minted diploma holder? You might want to consider offering a combination of financial gifts and tips, which, taken together, could set your graduate… Read more »

Time for Some Financial Spring Cleaning

Time for Some Financial Spring Cleaning

Spring is in the air, even if it’s not quite there on the calendar. This year, as you shake off the cobwebs from winter and start tidying up around your home and yard, why not also do some financial spring cleaning? Actually, you can apply several traditional spring cleaning techniques… Read more »

On Valentine’s Day, Consider Financial Gifts

On Valentine’s Day, Consider Financial Gifts

Last year, Americans spent more than $19 billion on Valentine’s Day gifts, according to the National Retail Federation, with the majority of this money going to flowers, candy, cards and an evening out. These gifts were thoughtful, of course, and no doubt appreciated, but they were also somewhat disposable, for… Read more »

Time for a Year-end Investment Review

With the holiday season upon us, you may well be busier than usual. However, by spending a few minutes reviewing your investment scenario of this past year, you can see where you’ve been, where you might be going, and what you need to do to keep moving forward toward your… Read more »

Put Thanksgiving Lessons to Work in Your Financial Plans

It’s almost Thanksgiving – a holiday centered on family, caring and sharing. You can carry these same values into your daily life – and you can certainly incorporate them into your financial strategies for taking care of your loved ones. First of all, protect your family by maintaining adequate life… Read more »

Financial Moves for a Growing Family

When you add a child to your family, either through birth or adoption, it’s obviously an exciting and joyful time in your life — and it’s also a busy one, as you deal with all the challenges and commitments faced by all parents. However, hectic as your life may be,… Read more »