Tag Archives: financial advisor

New Advisor Announcement: Ronald Schneider, CFP®

Samalin Investment Counsel is pleased to welcome Ronald Schneider, CFP® to the team. Following a successful career in sales, branch, regional, and national management with hi-tech computer firms, Ron built and sold a software development company before joining the financial services community in 1988. His financial services career began at Merrill Lynch. He later joined Prudential Securities as a Financial Advisor and Branch Manager. He has also served in wealth advisory positions with Morgan Stanley and Wells Fargo Advisors.

In 2016 Ron chose to exit the Wall Street constraints of formula-based client relationships. He now focuses his attention on the unique wealth and financial planning needs of individuals, as individuals. Ron is a magna cum laude graduate of Marist College with a BS in Business Administration, and obtained his Certified Financial Planner® certification in 2012.

He served on the Board of Directors of the Children’s Home of Kingston, on the Board of Directors for the Bardavon Opera House, and has served on several committees with arts organizations and within his church.

Ron was born in Reykjavik, Iceland and lives in Gardiner, NY along with his wife Laurie and their dog Harrison Fjord. He is the father of three and a proud grandfather of three grandchildren.

Matt McKee Quoted on FinanceandMarkets.com

SICounsel advisor Matt McKee has been quoted in the article “6 Reasons Why Your Efforts To Save Are Not Adding Up” on FinanceandMarkets.com.  Click the link here to read the full article.

Divorce after 50: What I Wish I Had Known Beforehand

Divorce is a difficult process, emotionally and financially, but for older couples even more so. Knowing what to expect can help couples prepare and deal with some of the negative consequences. This article describes some real life experiences and provides valuable lessons.

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Getting Married? Forget Sweet Nothings; Let’s Talk About Money

Money issues are often the source of marital problems that can lead a couple to divorce. By understanding one another’s expectations regarding money and personal assets, i.e. inherited or gifted assets, a newly married couple will start their marriage with peace of mind and open communication. For that reason, a couple should consider a prenuptial agreement before walking down the aisle. This article provides more information on the process and benefits of using prenuptial agreements.

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5 Steps to Take if You Don’t Trust Your Spouse at Tax Time

Spring is here but so is tax season. If you are considering divorce or have started the process, historical tax returns have important information regarding income and assets. It is important to understand some of the underlying schedules of the federal tax return which may require a conference with your accountant. If you have doubts about the numbers shown on this year’s joint return, it may be better to file separately. Read this article for more information.

Click here to read the article.