Neil G. Carousso, CPA, CFP

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Neil G. Carousso, CPA, CFP We help people about to retire or already in retirement by assisting in Social Security, Medicare, Wealth planning, IRA planning and income tax preparation.

Neil G. Carousso, CPA, CFP specializes in handling income tax, as well as providing financial, retirement, and investment planning services. Aside from filing your taxes, Neil G. Carousso, CPA, CFP in Bayside, New York, also offers tax and investment planning services. He can help plan and coordinate a successful retirement by building Confidence and Wealth.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

Considering alternative investments? It’s critical to sort through the complexity.
07/27/2026

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
07/24/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Have a kid heading off to college? Here are a few tips.
07/22/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
07/20/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

What does it actually cost to raise a child? You might be surprised.
07/17/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
07/15/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
07/13/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Address

3601 208th Street
Bayside, NY
11361

Opening Hours

Monday 9am - 6pm
Tuesday 11am - 8pm
Wednesday 9am - 6pm
Thursday 11am - 8pm
Friday 9am - 6pm
Saturday 10am - 4pm

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