Firm Communications

  • article
    article
    February 21, 2020

    3 Key Financial Questions to Ask Yourself Right Now Article

    February 21, 2020
    1. Could I be saving more on my taxes? Whether you work for a hospital or a private practice, recent changes in tax law likely affected you as a physician in New York. Ensure your tax planning accounts for NY state…
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  • in-the-news
    in-the-news
    February 14, 2020

    Financial Planning quotes from Andrew Altfest’s Panel on Emerging Technology for RIAs In the News

    February 14, 2020
    In, “Spending that counts: Getting your RIA tech budget right,” Financial Planning quotes Andrew Altfest, CFP®, MBA from his panel on emerging technology for RIA firms at the Investments & Wealth Institute Conference in New York on February 13th. Click…
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  • article
    article
    February 11, 2020

    New Complimentary Tax Benefit for NYSDA Members Article

    February 11, 2020
    As the preferred wealth manager for New York State Dental Association (NYSDA) members since 2010, Altfest Personal Wealth Management is pleased to offer a new member benefit - a Complimentary Tax Checkup.   Why NYSDA Decided to Introduce This New…
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  • article
    article
    February 7, 2020

    3 Key Financial Questions to Ask Yourself Right Now Article

    February 7, 2020
    1. Could I be saving more on my taxes?  Whether you work for a hospital, university, business or a private practice, recent changes in tax law likely affected you as a psychologist in New York. If you are nearing retirement, the…
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  • in-the-news
    in-the-news
    February 5, 2020

    Karen Altfest Answers the Financial Questions of an Aging Generation in The Care of the Older Person In the News

    February 5, 2020
    Recently, Dr. Karen C. Altfest, CFP®, Ph.D. authored the only chapter on financial guidance for seniors for the newly released third edition of The Care of the Older Person. Broadly, the book provides crucial information for those who care and provide…
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  • award-recognition
    award-recognition
    January 31, 2020

    Forbes ranks Karen Altfest in Top 30 “Best-In-State Wealth Advisors” for 2020 Award Recognition

    January 31, 2020
    Altfest is excited to announce that Karen C. Altfest, CFP®, Ph.D. has been named to the top 30 of “Best-In-State Wealth Advisors” by Forbes. With over thirty years of experience, Karen has made her mark in financial services by dedicating…
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  • award-recognition
    award-recognition
    January 31, 2020

    Andrew Altfest named to 2020 “Best-In-State Wealth Advisors” by Forbes Award Recognition

    January 31, 2020
    Altfest is proud to announce that Andrew Altfest, CFP®, MBA has been named to Forbes 2020 “Best-In-State Wealth Advisor” rankings. Recognized again as one of the nation’s top financial advisors, Andrew’s selection comes as a result of his client service…
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  • article
    article
    January 31, 2020

    InvestmentNews quotes Steve Novack on The SECURE Act Article

    January 31, 2020
    In, “Secure Act’s big impact on affluent clients,” Steve Novack, CPA, CFP®, MBA discusses how the recently passed Setting Every Community Up for Retirement Enhancement (SECURE) Act is changing the rules around retirement savings, and the strategic opportunities advisors can…
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  • article
    article
    January 31, 2020

    4 Key Strategies for Protecting Your Personal Assets Article

    January 31, 2020
    You may be under the impression that your personal assets are safe if you’re sued by a patient because the lawsuit is work-related, but that may not always be the case. Highlighted below are some recommended steps you can take…
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