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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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 »

Marie Green offers “Stress Busters” for the Sandwich Generation

Awareness Month is designed to promote awareness about ways to reduce stress in our lives. And if you’re a member of the so-called “Sandwich Generation,” you may well have plenty of stress to deal with — especially financial stress. And that’s why you may want to look at this month… Read more »

Small-business Owners Must Protect Their Futures

If you’re a small-business owner, you think a lot about today. Is your cash flow sufficient … today? Are your products and services competitive … today? Are you confident in your marketing and advertising efforts … today? And because you are so focused on today, you may be neglecting a… Read more »

Summertime, Travel and Vacation Tax Tips

Summer Rentals: there are a lot of tax rules related to real estate rentals. One interesting rule is that if a personal residence is rented out for less than 15 days, the rental income is not considered to be gross income and does not need to be included on your… Read more »