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

Financial Advice for Recent College Graduates

Submitted by Madison Planning Group on June 13th, 2019

Financial Advice for Recent College Graduates

You've put in the hard work as a college student and finally received your diploma. Now you're ready to head out on your own. And though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider.

Tags:
  • Budget
  • College
  • Credit
  • Debt
  • Financial Plan
  • Workforce
  • Read more

Avoiding the 10% Penalty in 5 Easy Steps

Submitted by Madison Planning Group on June 10th, 2019

What is the 10% penalty?

A 10% early distribution penalty applies to taxable distributions made before age 59 ½. Distributions made after age 59 ½ are not subject to the 10% early distribution penalty.

 

Tags:
  • IRA
  • Read more

U.S.-China Trade War: Who Pays the Price?

Submitted by Madison Planning Group on June 10th, 2019

On May 13, 2019, escalating trade tensions between the United States and China sparked a worldwide stock sell-off that wiped out more than $1 trillion in global equity values.1 The markets recovered over the next three days, but tensions between the economic giants continued to drive volatility with no resolution in sight.2 Investors sometimes overreact to short-term event

Tags:
  • China
  • Economy
  • Tariffs
  • Trade War
  • Read more

Gary Attends Ed Slott Conference 2019

Submitted by Madison Planning Group on May 23rd, 2019

Gary completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas, Texas. May 2-4, 2019.

  • Read more

Time for a Mid-Year Investment Check

Submitted by Madison Planning Group on May 16th, 2019

Time for a Mid-Year Investment Check

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates.

  • Read more

Andrew Schwartz quoted on College Savings Makeovers

Submitted by Madison Planning Group on May 10th, 2019

Andrew Schwartz, Vice President of Madison Planning Group was recently quoted on SavingForCollege.com

He provided tips on how to help clients solve three common issues with college planning.

Case 1: New parents without a plan to save for college

Tags:
  • Education Planning
  • Read more

Rochelle Odesser attends W Forum

Submitted by Madison Planning Group on May 8th, 2019

I just attended the W Forum in Indianapolis; a wonderful conference for female financial advisors. We are brought together annually, to exchange ideas about working with clients, managing our practices and lives and economic trends.

  • Read more

Gary Schwartz Awarded Ethics Approved Status

Submitted by Madison Planning Group on April 25th, 2019

Gary Schwartz Awarded Ethics Approved Status

The International Association of Registered Financial Consultants (IARFC) has recently awarded Gary Schwartz of Madison Planning Group the "Ethics Approved Seal" for their adherence to the IARFC Code of Ethics.

Tags:
  • IARFC
  • Read more

How to Recover from a Mid-Life Financial Crisis

Submitted by Madison Planning Group on April 16th, 2019

How to Recover from a Mid-Life Financial Crisis

A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too much debt from unnecessary spending.

  • Read more

Gary quoted in NY Post - New York City's rich are getting hit with record tax bills

Submitted by Madison Planning Group on April 16th, 2019

On Sunday, April 14th, Gary was quoted in the New York Post in an article pertaining to how wealthy New York residents are getting hit with record high tax bills.

Tags:
  • Tax Planning
  • Tax Policies
  • Tax Season
  • Taxes
  • Read more
  • « first
  • ‹ previous
  • …
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • …
  • 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