Barry Cohen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Global Advisors in Lake Success, NY and the surrounding communities.
Wealth Advice and Management, LLC (“WAM”) is an independent financial planning, tax, and investment advisory firm. For over twenty years, Barry Cohen, CPA, CFP®, CIMA® financial advisor and owner of WAM, has provided individuals, families, professionals, and business owners with sound financial advice and professional financial management to help them realize their own vision of wealth and security.
WAM offers the following services to clients wishing to achieve their financial goals:
• Comprehensive personal financial planningPotential clients are encouraged to arrange a free consultation to discuss their financial goals and concerns and to learn how WAM can help them achieve financial well-being.
Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...
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Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
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Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...
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I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
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It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...
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The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...
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