Personal Finance

Judge of the Civil Court of the City of New York and Justice of the Supreme Court of the State of New York

Financial Focus: ‘Vampire’ ATM Fees

Financial Focus: When did a $5 lunch become $13? The Sad Cost of ATM Fees By Anthony C Rivieccio, MBA, PFA Responding to several hundred constituent phone calls to his office about skyrocketing ATM fees, New York Senator Charles Schumer this […]

Financial Focus: Can Donald Trump’s Income Tax Plan Save America? (Part 1)

Financial Focus: Can Donald Trump’s Income Tax Plan Save America? (Part 1)

Financial Focus: Can Donald Trump’s Income Tax Plan Save America? (Part 1) by Anthony Rivieccio, MBA, PFA   As the leading GOP candidate for president, real estate developer and reality TV star Donald Trump must show how he would lead […]

by · October 1, 2015 · Business, Personal Finance
Financial Focus: Will U.S. Job Growth Pick Higher Interest Rates and a New President?

Financial Focus: Will U.S. Job Growth Pick Higher Interest Rates and a New President?

Financial Focus: Will US Job Growth pick Higher Interest Rates and a New President? By Anthony Rivieccio, MBA,PFA U.S. job growth slowed in August, but the unemployment rate dropped to a near 7-1/2-year low and wages accelerated as the Federal […]

Financial Focus: Don’t check your 401(k) account. It’s falling.

Financial Focus: Don’t check your 401(k) account. It’s falling.

Don’t check your 401(k) account. It’s falling. By Anthony Rivieccio, MBA,PFA We will not dub this past Monday as, “Black Monday” but as a short piece on economic history. In financial terms, a correction is the reverse of at least […]

Today’s Verdict: Controlling Your Assets From Beyond The Grave

Today’s Verdict: Controlling Your Assets From Beyond The Grave

CONTROLLING YOUR ASSETS FROM THE GRAVE by David Lesch, Esq. Last week, it was reported that a wealthy landlord in Manhattan left twenty million dollars to his two daughters with one caveat, they can only collect if they abide by […]

Financial Focus: Congratulations, you’ve graduated! Ready to pay your student loan?

Financial Focus: Congratulations, you’ve graduated! Ready to pay your student loan?

Congratulations, you’ve graduated! Ready to pay your student loan? By Anthony Rivieccio, MBA,PFA Has your son or daughter graduated college? Are you a Grad? How about your friends? Graduation is an exciting time where all your hard work and hours […]

Financial Focus: Do You Know How Much You Are Worth?

Financial Focus: Do You Know How Much You Are Worth?

Financial Focus: Do you know how much you are worth? How To Create a Personal Balance Sheet Do you know what your net worth is? How about your worth when you are dead? Do you know how much you are […]

No new taxes is good tax news

No new taxes is good tax news

No tax news is good news, for now E.J. McMahon One of the best things about New York’s newly adopted state budget for fiscal 2016 is something that’s not in it (yet): a costly new state subsidy of homeowners’ local property taxes. […]

by · April 1, 2015 · Op Ed, Personal Finance
Financial Focus: Wealth and Taxes

Financial Focus: Wealth and Taxes

Accumulate wealth and  reduce your tax burden Have a savings account? Own investment mutual funds?  Guess what, your taxes are going UP! Improving economic and market conditions are leading to an increase in capital gain value for savers and investors. Based […]

Financial Focus: DIY Income Tax Preparation: The Case Against Turbo Tax

Financial Focus: DIY Income Tax Preparation: The Case Against Turbo Tax

Cheaper & Faster vs. Identity Theft & Fraud Since the tech revolution in the 1990’s, many, including our financial service firm, use technology to make completing many tasks, simpler and cheaper. Today, technology offers the false promise of making every task […]

by · March 12, 2015 · Personal Finance
Financial Focus: Tax Season 2014

Financial Focus: Tax Season 2014

By Anthony C Rivieccio, MBA,PFA Taxpayers and tax professionals looking for certainty in the federal tax laws were generally disappointed in 2014. The year began with expectations high that Congress would finally take up tax reform and simplification. As the […]

Your Income Tax Rate– Financial Focus : Income Tax Planning, Chapter 8

Your Income Tax Rate– Financial Focus : Income Tax Planning, Chapter 8

So, why was it so important to go over the prior chapters of our Income Tax Series: Chapter 2 INCOME & DEDUCTIONS Chapter 3 FAMILY & EDUCATION Chapter 4 INVESTING Chapter 5 BUSINESS Chapter 6 RETIREMENT Chapter 7 ESTATE PLANNING   Because if you did not […]

Estate Planning & Taxes – Financial Focus : Income Tax Planning, Chapter 7

Estate Planning & Taxes – Financial Focus : Income Tax Planning, Chapter 7

E S T A T E  P L A N N I N G Seize opportunities while they’re available Now that estate, gift and generation-skipping transfer (GST) tax exemptions and rates no longer are scheduled to expire, estate planning may […]

Retirement & Taxes – Financial Focus : Income Tax Planning, Chapter 6

Retirement & Taxes – Financial Focus : Income Tax Planning, Chapter 6

R E T I R E M E N T Making golden decisions about your golden years Planning for your retirement means making a series of financial decisions that will have an impact on your golden years: Should you invest […]

by · January 23, 2015 · Editorials, Personal Finance