Financial Management

UNHP Financial Fitness Open House – Housing, Taxes, Immigration, Banking and more!, January 18

UNHP Financial Fitness Open House – Housing, Taxes, Immigration, Banking and more!, January 18

You are invited to the UNHP Financial Fitness Open House Wednesday, January 18 from 1pm until 6:30 pm at Refuge House 2751 Grand Concourse Bronx, NY Attendees will receive priority booking for a free tax appointment and on the spot […]

Profile America: Financial Wellness Month

Profile America: Financial Wellness Month

Saturday, January 14 — January is Financial Wellness Month, appropriately timed to the confluence of New Year’s resolutions and holiday bills. It’s a time to set new goals for financial freedom and moderation in spending; for people to understand the benefits […]

President-elect Donald J. Trump won a stunning and decisive victory over Democrat Hillary Rodham Clinton on Tuesday November 8.

Financial Focus: Donald Trump Is A Tax Genius

Financial Focus: Donald Trump has not paid taxes in 3 decades; He’s a genius! Just like personal itemized tax deductions and credits — all designed to lower our income and allowing us to pay less or, in some cases, no […]

Financial Focus: Interest rates are going up. What should you do?

Financial Focus: Interest rates are going up. What should you do?

Interest Rates Are Going Up. What Do You Do? By Anthony Rivieccio, MBA, PFA Will they or won’t they? Last week, interest-rate watchers and the investing public saw The Fed say, “No change.” Well, at least, for the next 30 days. […]

Financial Focus: Trump vs Clinton And Your Pocketbook

Financial Focus: Trump vs Clinton And Your Pocketbook

Trump vs Clinton Who’s right for your (and America’s)  pocketbook? (Part 1 of 3) Anthony Rivieccio, MBA, PFA If the fight for the presidency comes down to economics (and pocketbook issues) this election day, Hillary Clinton and Donald Trump are offering two […]

Financial Focus: June Economic Report Says Consumer Spending Is Up

Financial Focus: June Economic Report Says Consumer Spending Is Up

Financial Focus: Consumer spending up 0.4% Do Consumers Rule? Anthony Rivieccio, MBA, PFA Let’s remember one important thing ! In our country, the consumer rules. Over 70 percent of Gross Domestic Product is determined by consumer spending. Gross domestic product expanded at a 1.2 […]

Financial Focus: Amending Your Tax Return With Form 1040X

Financial Focus: Amending Your Tax Return With Form 1040X

Financial Focus: How do I fix my taxes and get MY EXTRA TAX MONEY BACK? By Anthony Rivieccio, MBA, PFA Mistakes happen. And sometimes, no matter how careful you are, those mistakes happen on a federal income tax return. You […]

Financial Focus: Brexit Vote Wins, Is America Bullish On Britain?

Financial Focus: Brexit Vote Wins, Is America Bullish On Britain?

Financial Focus: Britain votes Independence! Is America about to buy Britain? by Anthony Rivieccio, MBA, PFA Boy, what a last three weeks it has been for the world’s financial markets and the US economy. Three weeks ago, Great Britain, the second […]

Financial Focus: Will I Outlive My Pension and Savings

Financial Focus: Will I Outlive My Pension and Savings

Financial Focus: Will my money outlive me? By Anthony Rivieccio. MBA, PFA Today, retirement is funded by many sources including: pension income, Social Security income, and personal savings.  So do you know how long you’re going to live after retirement at […]

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Profile America: Credit Where Credit Is Due

In 1934, President Roosevelt signed the Federal Credit Union Act, promoting the nationwide formation of credit unions.

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NY’s Retirement Crisis: Even Worse for Women, AARP GenX-Boomer Survey Finds

Over half of New York’s Gen-Xers and Baby Boomers feel unprepared for retirement – but it’s even worse for women.

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Profile America: The Stock Exchange Is Born

The New York Stock Exchange started this week in 1792, as some two dozen merchants and brokers established an organized approach to their buying and selling.

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Financial Focus: Tax Season is almost over!

Financial Focus: Tax Season is almost over! Have you filed already? by Anthony C Rivieccio, MBA, PFA We’re coming to the deadline! No more procrastination. Do you have all your receipts? Are you ready to file? Relax, you have at […]

NYC Hispanic Chamber of Commerce Workshop in Celebration of Financial Literacy Month

NYC Hispanic Chamber of Commerce Workshop in Celebration of Financial Literacy Month

  NYC Hispanic Chamber of Commerce (NYCHCC) Workshop in Celebration of Financial Literacy Month on April 13, 2016. RSVP today to reserve your seat. Click here to register. Light meal and refreshments served.

Financial Focus: IRS Audit Cometh

Financial Focus: IRS Audit Cometh

Financial Focus: I got an IRS letter for an audit; what do I do? On a scale of 1 to 10 (10 being the worst), being audited by the IRS could be a 10. Audits can be bad and can result in […]