In The News
2022
How to Create a Budget - and Stick to it - This Year Featuring Hiram Arnaud
Older Adults' Guide to Income Streams and Money Management in Retirement Featuring Vidal Peoples
Navigating Life Insurance for Estate Planning Featuring Vidal Peoples
2021
How Many Retirement Accounts Should You Have? Featuring Michele Lee Fine
How to Prepare for Retirement After Age 60 Featuring Chet Schwartz
LGBTQ Financial Support & Resources Featuring Hiram Arnaud
How to Start Saving and Investing Featuring Vidal Peoples
Tackling Disparities in Finance for Black and African Americans Featuring Vidal Peoples
Is Phased Retirement Right for You? Featuring Chet Schwartz
How to Boost Your Financial Literacy in Retirement Years Featuring Michele Lee Fine
10 Easy Ways to Save $400 Every Month Featuring Michele Lee Fine
Financial Planning Tips for Medical Professionals Featuring Vidal Peoples
Three Strategies to Tackle Debt Featuring Vidal Peoples
How The Pandemic Actually Increased Financial Literacy Featuring Michele Lee Fine
Prenups Are Not Just for Rich People Featuring Michele Lee Fine
2020
2020 Pushed Many Advisors to Plan Their Own Retirement Featuring Michele Lee Fine
How Much Should I have in Savings? Answered. Featuring Michele Lee Fine
Do's & Don'ts of Saving During a Recession Featuring Michele Lee Fine
Paying for Alzheimer's and Dementia Care, According to Financial Advisors Featuring Kenyon Lang
5 Basic Financial Decisions all Parents Must Make
5 Basic Financial Decisions all Parents Must Make Featuring Bobby Angel
Retirement is No Time to Coast Featuring Michele Lee Fine
Hispanic Career World Featuring Ed Ayala
How SEC’s New ‘Reg BI’ Rule Impacts Your Retirement Investments Featuring Michele Lee Fine
How to Make Your Retirement Savings Last Featuring Michele Lee Fine
18 Important Lessons Financially Savvy Parents Teach Their Kids About Money Featuring Chet Schwartz
Consider These Three Strategies If Second Stimulus Funds Arrive Featuring Michele Lee Fine
Scary Mommy Interview with Jeannie Jackson on Unexpected Medical Costs
7 Benefits of a Prenup Featuring Michele Lee Fine
2019
Hispanic Executive Magazine - Ed Ayala
Tips for Millennial Homebuyers Featuring Andy Ward
Negocias Now "Latinos 40 Under 40" - Iván Watanabe
InvestmentNews Names Strategies for Wealth a 2019 Best Place to Work for Financial Advisors
Employee Benefit Adviser Featuring Vidal Peoples
Adapting to a Changing World with Marty Nachemson
Opploans - Emergency Funds Are Important: Here’s How to Start Building One
2018
Westchester County Business Journal Faces of Finance
The Rhode Show - Andy Liss & Michael Guertin
2017
Vincent M. D’Addona, Elected to Estate Planning Hall of Fame
Craig Katz Receives Agency Builder Award
Randy Fine Appointed President of Guardian's Executive Committee of the Leaders Club
Joseph Long Named a 2017 Rising Star by The Business Council of Westchester
2016
Strategies for Wealth Names New Partner - Lyle Domenitz
Westchester County Business Journal Names Strategies for Wealth "Over 50 & Fabulous"
Strategies for Wealth Named a Top Workplace by The Journal News
2015
Strategies for Wealth Named One of Crain's Best Places to Work
InvestmentNews - Anthony Domino, Jr.
2014
Women in Business - Michele Lee Fine
2013
WSJ - Elite Advisor, Michele Lee Fine
Crain's New York Business - Breaking Barriers at Guardian Life
LifeHealthPro - 20 Women in Insurance You Need to Know