Long Island Financial Planning Group

Long Island Financial Planning Group At Long Island Financial Planning Group, we embrace the uniqueness of each individual family dynamic.

We believe financial plans should reflect the individuality of your specific lifestyle needs, wants, and desires. Developing long lasting relationships is the fundamental component of our academic based, strategy-driven retirement income solutions. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
02/05/2026

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
02/03/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Consider a bucket plan to go with your bucket list.
01/29/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Looking for inspiration for your new year's resolutions? How about saving more and paying down debt? Get other ideas for...
01/27/2026

Looking for inspiration for your new year's resolutions? How about saving more and paying down debt? Get other ideas for your 2024 financial game plan.

Whatever you're dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
01/22/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
01/20/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Investors should understand the ways in which financial professionals are compensated for the services they provide.
01/15/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower in...
01/13/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown.

Do you know how long it may take for your investments to double in value?
01/13/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Did you know you can use more than one type of pension plan as you save for retirement? This can help you capture the be...
01/08/2026

Did you know you can use more than one type of pension plan as you save for retirement? This can help you capture the benefits of each one.

Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.

Considering alternative investments? It’s critical to sort through the complexity.
01/06/2026

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

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Worried that inflation may rise in the years ahead? You’re not alone.
01/01/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Westbury, NY
11590

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Mission Statement

Our team emphasizes personal client service combined with a long-term comprehensive approach to wealth management. We focus on helping our clients:


  • Simplify their financial lives and achieve their goals

  • Make more informed decisions about the growth and protection of their assets

  • Generate the necessary income to sustain the lifestyle they deserve now and in retirement