Mark Geschwind & Associates

Mark Geschwind & Associates Mark Geschwind & Associates help individuals and businesses with their financial planning, retirement, investment & insurance needs.

As an Independent Advisor with no proprietary ties, we are able to objectively recommend what's best for the client. Securities and advisory services through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor. Information relating to securities is intended for use by individuals residing in CA, DC, FL, IL, MA, NC, NJ, NY, OH, OR, PA. Mark Geschwind and Associates and Centaurus Financial, Inc are not affiliated

What does it actually cost to raise a child? You might be surprised.
08/26/2026

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.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
08/24/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
08/21/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Are you planning to work after taking Social Security benefits? Know the rules.
08/19/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Ever heard of a Roth 401(k)? Would one be right for you?
08/17/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

08/14/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Preparation can sometimes be all you need to make the impossible, possible.
08/12/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
08/10/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

A home warranty may make sense, but you need to set proper expectations.
08/07/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

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?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

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Jericho, NY
11753

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+15163346106

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