New Office Address: I am thrilled to be completing my 2nd full day in my new office in Pawling, New York. I am sharing office space with Wealth Advisor, Bruce Cote, CFP, of Stratos Wealth Partners...check out his website at www.brucecote.stratoswp.com.
April 2017 is Health Care Decisions Month! This is a good time to review any existing documents or think about planning for incapacity or disability by completing advance directives, such as, a Power of Attorney and/or Health Care Proxy.
Had a great time at the Money Wise Expo on Saturday, March 5, 2016 at the Poughkeepsie Grand. A BIG thank you to my friend Staci Cussick from Liberty Mutual Insurance (845-471-6500 ext. 53446) for allowing me to keep her company at their booth - hope the event will be held next year! You can reach out to Staci at the contact information above if you are in the market for Life, Auto or Home insurance - great lady!