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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

Here’s How The 401(k) Fiduciary Dispels The “This Is Retirement?” Corona-Quarantine Fear 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

A Newfound Purpose

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