schenley second quarter review 2017

As the second Quarter of 2017 has ended and companies are now releasing earnings, we have a quick review of how things shaped up for the quarter.   The biggest winners for the quarter: The FANG – Facebook, Amazon, Netflix and Google and Apple – are the real leaders in the US markets These high Read More


     Password security is a very important aspect of cyber security. Data breaches can occur when a password’s security level is low and the same password is used for multiple sites. By taking proactive measures towards password security, you are protecting yourself, your personal credentials, and your finances online!      One great way to protect Read More

Cyber Security… Are You Protecting Yourself and Your Investments?

     Cyber security is one of the biggest problems in the United States. Individuals are experiencing data breaches, as they are having their accounts compromised. Everyone is scrambling to make sure  that they’re accounts and information are secure. What is the best way to be more cyber secure? Many might not even know the Read More

QPRT’s and your home

What is a QPRT? A QPRT is a Qualified Personal Residence Trust. This is a specific type of trust in which its creator can remove a residence from his or her estate. Once the set term is over, the remaining interest in the property is transferred out of your estate to the set beneficiaries, as Read More

Why Create an Irrevocable Life Insurance Trust or an ILIT….?

Why Create an Irrevocable Life Insurance Trust or an ILIT….? Tax Savings…. People buy life insurance for many reasons, life insurance has unique features not found in other financial solutions. Why not reduce your family’s estate taxes by placing your life insurance policy you already own into a trust? Why would one make this choice? Read More

1st Time Homebuyer Withdrawl Article

Did you know that you can use your ROTH or Traditional IRA to purchase your 1st home? Saving enough for the down payment on a home purchase is daunting…there are caveats you need to consider Are you a first-time home buyer? Here are the criteria for an IRA distribution: Purchase must be a principal residence. Read More