/Jon Selzer, LUTCF

About Jon Selzer, LUTCF

This author Jon Selzer, LUTCF has created 4 entries.

Financial Homework Before The Year Ends

As we approach the end of the year, we all too often become so busy that we forget to attend to some very important issues.  Just as we should remember to change the batteries in our smoke detectors on the 1st of April [National Smoke Alarm Day] we should equally be vigilant to check a few other things in December. Find a day to devote a few hours to the following: Insurance policies: December is a wonderful time to check your

Insurance Planning for the Beginner

I met with a young couple a few weeks ago.  They have 2 young children, both work full time, and were ready to learn more about how to develop a financial plan. In their middle thirties, Tanya and David have a combined annual income of $119,000. They have student loans of nearly $58,000, some credit card debt, and a new mortgage of $190,000.  The couples’ situation is familiar, and not uncommon. Recently, a friend’s serious illness motivated them to contact my

5 Steps to a Healthier Holiday Season

The hustle and bustle at this time of the year is filled with planning for the holidays, cooking, shopping and the excitement of a new season.  The snows will be flying, basketball will return as a focal point for many and we begin to bundle-up as the winter winds arrive. We also often sense the stress levels going up with such a busy agenda for us all. The opportunities of this time are enormous and some should not be missed nor

“Be the Cure” – Join Marathon!

For the last 19 years, we have been inspired by those who joined us in supporting the Race for the Cure. Enormous changes in diagnostic techniques and treatments have been made during that time, and thankfully, we’re coming closer to ending breast cancer once and for all. SATURDAY • MAY 20 NYS • FAIR GROUNDS   9AM – 1 MILE • 10AM – 5K RUN/WALK We’re proud that our collective contribution has made a difference and an impact on the lives of people