Northport High School seniors are gearing up for the Academy of Finance and Academy of Information Technology Employer Recognition Trade Show. JJ Burns, an investment manager and financial planner in Melville, visited seniors to offer them tips and network strategies.
Read News Article
The road to early retirement is filled with challenges, and for many, the final boss in this quest is the IRS. Break its rules, and... more
Many 401(k)s put members into target-date funds, often by default. These professionally managed funds automatically start savers in equity-heavy portfolios and increasingly reallocate assets to... more
Retirement planning involves many factors, but one that’s often overlooked is selecting the right time to retire—if clients even have a choice. Advisors can help,... more