Skip to main content

  •  Toll Free: 800-222-2091
  •  Fax: 800-249-9403
  • Client Login
  • Contact Us
  • NEWSLETTER SIGN UP
  •  
  •  
  •  

  • Home
  • How We Help 
    • Financial Counseling
    • Investment Management
    • Retirement Planning
    • Risk Management
    • Worksite Education for Employees
    • State Employees and Healthcare Professionals
  • How We Work 
    • Our Approach
    • Our Process
  • Our Story 
    • White Plains Branch
    • Long Island Branch
    • Syracuse Branch
    • Florida Branch
    • Events
    • FAQs
  • Blog
  • Articles 
    • Madison in the News
  • Videos

Everyone has a story.

What's Yours?

    You are here

  1. Home
  2. Blog

Book a Meeting

Blog

Tax Scams to Watch Out For

Submitted by Madison Planning Group on January 30th, 2019

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it's in your best interest to always be vigilant so you don't end up becoming the victim of a fraudulent tax scheme.

Here are some of the more common scams to watch out for.

  • Read more

After Rocky Year-End, Risks Follow Investors into New Year

Submitted by Madison Planning Group on January 4th, 2019

In the final quarter of 2018, interest rate and growth fears, along with geopolitical events, sparked volatility in the financial markets and reversed many of the outsize stock gains notched earlier in the year. The S&P 500 posted a loss of about 6.2% for 2018.

  • Read more

Current Events

Submitted by Madison Planning Group on December 26th, 2018

Over the past month, we’ve seen a lot of volatility in the stock market,  including a 1,000-plus point drop for the Dow Jones Industrial Average (DJIA). I, along with my team, are monitoring the situation closely to ensure your portfolio continues to be well-positioned.

Tags:
  • Economy
  • Interest Rates
  • Stock Market
  • Trade War
  • Volatility
  • Read more

Key Retirement and Tax Numbers for 2019

Submitted by Madison Planning Group on December 24th, 2018

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019.

  • Read more

Famous People Who Failed to Plan Properly

Submitted by Madison Planning Group on December 24th, 2018

It's almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it's surprising how many American adults haven't done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers presumably available to them.

Tags:
  • Estate Planning
  • Read more

Top 5 Things 20-Somethings Need to Do

Submitted by Madison Planning Group on December 7th, 2018

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

  • Read more

Alzheimer's Disease Myths and Facts Quiz

Submitted by Madison Planning Group on December 7th, 2018

Alzheimer's Disease Myths and Facts Quiz

The probability of needing long-term care is growing. According to the U.S.

Tags:
  • Health
  • Healthcare
  • Long Term Care
  • Seniors
  • Read more

IRA New Year's Resolutions

Submitted by Madison Planning Group on December 7th, 2018

As 2018 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to ensure that items related to your retirement account are in order?

Tags:
  • Beneficiary
  • IRA
  • Read more

Reviewing Your Estate Plan

Submitted by Madison Planning Group on December 7th, 2018

Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

Tags:
  • Beneficiary
  • Estate Plan
  • Estate Planning
  • Read more

So It’s Your First Market Hiccup. What Should You Do Now?

Submitted by Madison Planning Group on November 27th, 2018

By Ron Lieber

We’ve been here before. Stocks can fall fast and bounce back hard, even if they haven’t moved all that much or that quickly in recent years.

Tags:
  • Economy
  • Stock Market
  • Read more
  • « first
  • ‹ previous
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • …
  • next ›
  • last »

Tell a Friend

4 New King Street, Suite 120
West Harrison, NY, 10604

  • Disclosures and Privacy
  • Form ADV
  •  Toll Free: 800-222-2091
  •  Fax: 800-249-9403
  •  bschwartz@madisonplanning.com
  •  
  •  
  •  
Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
*Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client’s evaluation.

© 2021 Madison Planning Group. All rights reserved.

Website Design For Financial Services Professionals