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Relocation During COVID-19

Did you relocate with your child during COVID-19? Here’s what you need to know about residing outside New York State for over six months during the pandemic.

Gray Divorce: What Financial Planners Should Know

Getting a divorce later in life can really put a crimp in your client’s retirement plans. All of the sudden, your client’s net worth may be cut in half. And no matter what the original number was, half of what your client expected to have in retirement is not as good as the whole.