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Customized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

Westchester Financial Advisors is an independent financial services practice where our advisors are dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with balanced advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

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Helpful Content

What Do Your Taxes Pay For?

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Tax Freedom Day

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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

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IRA Withdrawals that Escape the 10% Tax Penalty

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Retirement Seen Through Your Eyes

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Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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A Look at Systematic Withdrawals

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Home Mortgage Deduction

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Taxable vs. Tax-Deferred Savings

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An Inside Look at Retirement Living

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Principles of Preserving Wealth

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Protecting Those Who Matter Most

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Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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When you retire, how will you treat your next chapter?

Choosing a Mortgage

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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