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articleApril 25, 2022Rethinking 65: Giving Clients Permission to Spend in Retirement
They’ve been conditioned to save but should also be able to enjoy, says this advisor. By Karen Caplan Altfest Some years ago, a woman whom I will call Maria was brought to my office by her three adult daughters. They…
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articleApril 5, 2022
Podcast: The Best Time to Plan for your Financial Future
Karen Altfest recently joined the podcast REPURPOSED After 40 with life coach Lissa Figgins to discuss being a Financially Savvy Woman. The best time to plant a tree is 30 years ago...and the second best time is today. The same…
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articleMarch 29, 2022
Webinar Replay: Tax Reduction Strategies
Please scroll down to the bottom of this article for a replay of the Tax Reduction Strategies Webinar. Financial Advisor, Jessica Nelson, CPA, CFP®, on March 23, 2022, shared top tax reduction strategies for clients as we approach tax season.…
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articleJanuary 29, 2022
Rethinking65: Helping Clients Let Go of Their Fairy Tales & Fantasies
Clients of all ages need a plan and waiting for Prince Charming doesn't cut it, says our columnist. By Karen Caplan Altfest Americans have been flooded with fairy tales since the Brothers Grimm compiled their well-loved edition of them in…
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articleJanuary 29, 2022
Kiplinger: The Right Dividend Stock Fund for You
Published Wednesday, January 26, 2022 | Kiplinger.com In the article titled, “The Right Dividend Stock Fund for You," Dr. Lewis J. Altfest, Ph.D., CFA, CFP ®, CPA, PFS discusses strategies for researching and selecting dividend stocks. The article highlights dividend…
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articleJanuary 29, 2022
Karen Altfest Joins InvestmentNews Podcast To Discuss Women In Finance
Episode Summary Dr. Karen Altfest, executive vice president at Altfest Personal Wealth Management, discusses the history of women in financial services and whether or not there has been meaningful progress. She, Jeff and Bruce look back at her extensive career…
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articleJanuary 26, 2022
Video: Lunch With Lew & Andrew – Preparing for Change
Please scroll down to the bottom of this article for a replay of the latest Lunch with Lew. In another periodic conversation with clients, CEO Lewis Altfest, CFA, CFP®, CPA, PFS, Ph.D., on January 19, 2022, shared his current outlook…
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articleDecember 22, 2021
Andrew Altfest featured in Financial Advisor Magazine
Published Monday, December 20, 2021, | Financial Advisor Andrew Altfest, MBA, CFP ®, has been extensively quoted in a recent article by Financial Advisor Magazine, “Some Advisors Breathe Sigh of Relief As Build Back Better Fails.” This article discusses how…
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articleDecember 7, 2021
Altfest named to list of 30 Best New York City Financial Advisors
Altfest Personal Wealth Management has been named to the 2021 list of the 30 Best New York City Financial Advisors by Expertise.com. In order to be selected, Altfest was scored on 25 variables, across five categories, among 1,959 Financial Advisors…
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