Ronald J. Pompei, CFP
150 White Plains Road, Suite 205
Tarrytown,
NY
10591
Phone:
- (914) 366-9800
Fax:
- (914) 366-9800
E-mail:
Newsletters
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.