Joe Haggerty’s Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it’s biological or otherwise, but for a certain segment of my Jamaica, NY clientele, there is a particular privilege that might kick in this week: The parent tax. If you have children, what better way to teach them about the realities of our taxation system than by skimming 25% of … Read More

Joe HaggertyJoe Haggerty’s Guide for Lending Money to Family Members

Joe Haggerty’s Three Keys To Get Out of Debt

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure. Fall has a way of running along faster than we realize. It’s kind of like our financial picture: things can change REAL fast, and before you know it, we’re buried under a pile of something that we’d … Read More

Joe HaggertyJoe Haggerty’s Three Keys To Get Out of Debt

Haggerty’s Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow… Weather is a close second to “life” in terms of unpredictability. So I think that means two things: You should always carry an umbrella. Your life insurance policy should be clear and up-to-date. Today, we’re going to focus on that second item and how life … Read More

Joe HaggertyHaggerty’s Rules of Thumb for Life Insurance

Total Cost of College for Jamaica, NY Folks

Yes, there is chaos in the political world. Since it’s not related to our vocation around here, I’ll withhold comment, and let’s move on to a happier conversation. Paying for college. (Yes, that was sarcasm.) So much ink (and an abundance of pixels) has been spilled over the past decade about rising tuition costs, that sometimes parents overlook the fact … Read More

Joe HaggertyTotal Cost of College for Jamaica, NY Folks

Thinking Through Real Estate Investments In Jamaica, NY

When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Jamaica, NY clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but sometimes one of … Read More

Joe HaggertyThinking Through Real Estate Investments In Jamaica, NY

JAH Tax Resolutions’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Jamaica, NY area. So much so, that it’s time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only “magic” we can do on a tax … Read More

Joe HaggertyJAH Tax Resolutions’s Guide to Estate Planning for Digital Assets

Joe Haggerty’s Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I’d love to see my Jamaica, NY clients be wise about how they are approaching their savings and … Read More

Joe HaggertyJoe Haggerty’s Four Common Investment Mistakes

How Jamaica, NY Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact. When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it’s also equally unpredictable. And that unpredictability sometimes leads to loss of life and communities. If you’ve turned on the news anytime … Read More

Joe HaggertyHow Jamaica, NY Residents Can Donate for Dorian Relief

Five Productivity Tips for Jamaica, NY Busy Bodies

With Labor Day behind us, fall is just around the corner. (And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.) Now … fall. This can be a happy transition (as it is for many), though I do know … Read More

Joe HaggertyFive Productivity Tips for Jamaica, NY Busy Bodies

Estate Planning For Jamaica, NY Singles

Many of our Jamaica, NY clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don’t skip on by. As I have talked about before, estate planning is something that many families continue to neglect. I’m not here to toot that horn again today. But there is actually more … Read More

Joe HaggertyEstate Planning For Jamaica, NY Singles