Action Required: NYS STAR Registration Not Automatically Renewed
For almost all New York State homeowners, the School Tax Relief (STAR) program reduces the amount of property tax owed. This program saves families hundreds of dollars every year. Previously, a new homeowner registered for the STAR property tax exemption when purchasing a home. After the initial application, the STAR exemption was carried forward into […]
Geoff Wells featured in Market Watch article!
Market Watch recently released an article focusing on the confusion and stress felt by 401(k) savers. Investors feel the 401(k) options offered are too confusing and they don’t know what to do! Rockbridge financial planner, Geoff Wells, shared his feelings on how investors can eliminate that stress. Read the full article here (Market Watch Article)
Are You Prepared? New York State Estate Tax
Now that we are halfway through 2013 and the federal estate tax debate is far behind us, it is a good time to remember that as New York State residents, we are still subject to the state estate tax. A common phrase is, “Estate tax, I’m not wealthy enough to have to worry about that!” […]
