Ronald J. Pompei, CFP
150 White Plains Road, Suite 205
Tarrytown,
NY
10591
Phone:
- (914) 366-9800
Fax:
- (914) 366-9800
E-mail:
Newsletters
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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.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.