Skip to main content

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

  • 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. Learning Center

Book a Meeting

Learning Center

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Submitted by Madison Planning Group on July 28th, 2020

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task.

  • Read more

Four Things to Consider Before Refinancing Your Home

Submitted by Madison Planning Group on July 27th, 2020

Four Things to Consider Before Refinancing Your Home

Mortgage refinancing applications surged in the second week of March 2020, jumping by 79% — the largest weekly increase since November 2008. As a result, the Mortgage Bankers Association nearly doubled its 2020 refinance originations forecast to $1.2 trillion, the strongest refinance volume since 2012.1

  • Read more

Going Mobile

Submitted by Madison Planning Group on July 27th, 2020

Going Mobile

After a slow start, mobile payment usage is growing in the United States. In 2019, an estimated 64 million Americans (about 29% of smartphone users) made a point-of-sale proximity payment with their mobile phones at least once in the previous six months.

  • Read more

Will vs. Trust: Know the Difference

Submitted by Madison Planning Group on June 29th, 2020

Will vs. Trust: Know the Difference

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two.

  • Read more

Tapping Retirement Savings During a Financial Crisis

Submitted by Madison Planning Group on June 29th, 2020

Tapping Retirement Savings During a Financial Crisis

As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Tags:
  • CARES Act
  • Coronavirus
  • Read more

Four Questions on the Roth Five-Year Rule

Submitted by Madison Planning Group on May 28th, 2020

Four Questions on the Roth Five-Year Rule

The Roth "five-year rule" typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account.

Tags:
  • Roth IRA
  • Read more

Mid-Year Is a Good Time to Fine-Tune Your Finances

Submitted by Madison Planning Group on May 27th, 2020

Mid-Year Is a Good Time to Fine-Tune Your Finances

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal time to do so, because the planning opportunities are potentially greater than if you waited until the end of the year.

  • Read more

Death of a Family Member Checklist

Submitted by Madison Planning Group on April 27th, 2020

Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual's estate, and provide for your own financial security.

  • Read more

Financial Survival After a Job Loss

Submitted by Madison Planning Group on April 27th, 2020

Financial Survival After a Job Loss

You may have lost your job already, or it's something you're concerned about. Either way, the keys to surviving a job loss financially are to plan ahead, take stock of your income, and cut your expenses.

  • Read more

CARES Act: Retirement Plan Relief Provisions

Submitted by Madison Planning Group on April 27th, 2020

CARES Act: Retirement Plan Relief Provisions

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both individuals and businesses in the ongoing coronavirus pandemic and accompanying economic crisis.

  • Read more
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • 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