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Mount Vernon financial planners want to help parents plan for their future and the future of their children. It is important that parents follow the trusted advice of a Mount Vernon financial planner in NY to ensure they are on a path for financial success. When you add kids to your family your responsibilities multiply. What is the best way to plan for a new baby? How can you be sure your kids get an education? How will you ensure their is a plan in place to care for your children if the worst happens?

When you are expecting a child you may worry about money but it often takes a backseat to the joy and excitement of the new arrival. There are so many strategies for financially preparing for your newest family member. Mount Vernon financial planners in New York can show you how to set yourself up for the future needs of your growing family.

Planning for a Family

Kids are expensive. Obviously, they are very worth the money, but they do add significant strain to a family budget. An ideal time to plan for the added expense is before you add kids to your family. You can start saving and planning for your new baby. Of course, most of us don't do it that way. There is no better time than now to start using the services of a Mount Vernon financial planner. These experienced New York finance professionals can help you start saving to put your kids through school using college savings accounts and help you set up life insurance to ensure your family is cared for.

Life insurance takes on a new importance when you are a parent. Finding and purchasing the right type of policy and adequate coverage at an affordable price is crucial for your security and the security of your family. Mount Vernon, NY financial planners can help you determine how much coverage you need, and they can also help you find the right insurance company to serve you. Residents of Mount Vernon, New York have many insurance providers to choose from. You can benefit from the expertise gained from years of experience that the financial planners in Mount Vernon have to offer you. They know the best providers and policies for your family. They can help you save time and money finding the right coverage to insure your life.

Saving for college is easier than ever before. Mount Vernon financial planners can help you set up and properly fund tax-friendly college savings accounts. Some of these accounts let you contribute a tax free amount every year. This may lower your current tax liability. When you combine this with maximum contributions to qualifying retirement accounts, you can drastically reduce your tax bill. Working with a Mount Vernon finance planner online means that your family has money for college, they are protected in the worst case scenarios, and your retirement is being adequately funded and growing for your future.

One of the best things about working with a Mount Vernon financial planner is the legacy of good money habits you will pass to your children. Many of us treat money the same way our parents did. That can be either a positive or negative. We can turn negative habits around. When you have children it is a great motivation to demonstrate the right way to do things. Let a Mount Vernon financial planner show you all the ways money can work for your benefit and the benefit of your family.

Affordable Services for Everyone

There is a mistaken belief that only wealthy people can afford New York financial planners. That is completely wrong. People of all income levels can afford and will benefit from these valuable services. No matter how much you make you deserve to keep as much of your hard-earned money as possible. It is vital for the citizens of Mount Vernon to take full advantage of a fiscal planners services so that their money works as hard for them as they work for their money.

There are so many strategies to reduce your debt, increase your income, diversify your investments, and increase your savings. Many times we don't even notice the holes in our money plan. The experienced eye of a Mount Vernon financial planner can spot the gaps and form a plan to stop the waste and keep every penny they can in your pocket. This money adds up and can mean you keep more of your own money.

When choosing Mount Vernon, NY financial planners to work with you must insist they be certified. Certification is an important distinction in the financial planning industry. You can find planners that are certified and affordable. Do the research and find the best Mount Vernon financial planners to help you get the most out of your money.

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Financial Planners in Mount Vernon

Arden Rodgers, CFA
Arden Rodgers, CFA
765 Amsterdam Ave., Suite #4C
New York, NY 10025

Lisa M Rossi CFP
Lisa M Rossi CFP
2975 Westchester Ave
Suite 418
Purchase, NY 10577

DANIEL M JUECHTER, CFP
DANIEL M JUECHTER, CFP
120 White Plains Rd. Ste. 403
Tarrytown, NY 10591

Peter Levine, CFP®, ChFC®, CLU®
Peter Levine, CFP®, ChFC®, CLU®
481 8th Avenue
Suite 507
New York, NY 10001

Peter Scholtz
Peter Scholtz
107 Elm Street
Four Stamford Plaza, 5th Floor
Stamford, CT 06902

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