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Useful Articles and Information


Advantages of Paying Expenses by Credit Card
Document Locator Checklist and Worksheets
How to Choose a Financial Planner
How to Make Your Tax Preparer's Job Easier
Internet Scam Alert
New Year's Resolutions for Financial Planning

New York City Mandatory Sick Leave Act

New York State and New York City Residence Update
New York State Residency / Domicile Audits
Planning for Retirement: Never Too Early To Start
Preventing or Recovering from Identity Theft
Reviewing Bills and Statements
Section 529 College Savings Plan and College Tuition Credits
Talking to Your Parents About Their Finances

Tax ID Theft

Helpful Links


CostBasis.com

excellent source for all your cost basis questions


BankRate.Com

Bank rates for a range of debt instruments


Social Security Statements may now be viewed online at

www.ssa.gov/mystatement


To find out if you have unclaimed property go to

www.unclaimed.org