June 1, 2016
Be sure to check out this month's News Letter! This month's topic include: (1) Projecting a Happy Retirement (2) Common Financial Wisdom: Theory vs. Practice (3) Debt Optimization Strategies
Also catch a recap of Gary Schwartz's trip to the Ed Slott Elite IRA Advisor Workshop in Atlanta, Georgia.
May 25, 2016
Gary (Centered) with Ed Slott (to the left of Gary) along with several colleagues at the Ed Slott Elite IRA Advisor Workshop in Atlanta, Georgia
Gary recently attended the Ed Slott Elite IRA Advisor Workshop from May 12 - 14 in Atlanta, Georgia.
Ed Slott, who has been named "The Best Source for IRA Advice" by the Wall Street Journal led a three day workshop educating Gary and some of the best Financial Advisors, CPA's, Accountants and Tax Professionals in America.
To find out more about Ed Slott and what Gary learned at this workshop, please CLICK HERE to read our recap!
May 06, 2016
Be sure to check out this month's News Letter! This month's topic include: (1) Four Lessons Grandparents & Grandchildren Can Learn Together (2) Nearing Retirement? Time to Get Focused (3) What are some tips for organizing financial records? (4) How long should I keep financial records
Also catch a recap of Gary & Andrew Schwartz's trip to the Association for Advanced Life Underwriting (AALU) annual educational conference in Washington DC this past week.
May 05, 2016
Madison Planning Group's Rochelle Odesser was quoted by the National Financial Educators Council in an article Teaching the Basics Helps Move People toward Financial Health .
“I see first-hand how uninformed people are about money matters,” Odesser explains. “Providing educational seminars and focus on general principles of financial planning…is critical to the general population.”
Be sure to check out this month's Newsletter! This month's topics include: (1) Six Potential 401(k) Rollover Pitfalls, (2) What's New in the World of Higher Education?, (3) What is the federal funds rate?, and (4) When Disaster Strikes: Deducting Casualty Losses.
January 29, 2016
“This type of financial burden can cause a marriage to disintegrate,” said Rochelle Odesser, a certified financial planner and vice president with Madison Planning Group<http://www.madisonplanning.com/> in White Plains, N.Y. “The couple may be living in the same house, but do not have the intimacy and hopefulness that they once had about their future.”
October 27, 2015
Madison Planning Group's Rochelle Odesser was quoted in the October 27, 2015 article 4 Money Mistakes People Often Make After a Spouse Dies in US News & World Report.
"Some people want to immediately pay off a mortgage and make other large changes too quickly. That can create a situation where there [are] little liquid funds available, which may be more important for the survivor," says Rochelle Odesser, vice president of Madison Planning Group, a financial planning firm headquartered in White Plains, New York.