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The Reality of Life. The Living Balance Sheet. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. The market is as unpredictable as the weather. We’d love to help you prepare. Steven J. Schacter. Securities pr...

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The Reality of Life. The Living Balance Sheet. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. The market is as unpredictable as the weather. We’d love to help you prepare. Steven J. Schacter. Securities pr...
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Home | Forest Hills Financial Group, Inc. | stevenschacter.com Reviews

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The Reality of Life. The Living Balance Sheet. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. The market is as unpredictable as the weather. We’d love to help you prepare. Steven J. Schacter. Securities pr...

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Team

http://www.stevenschacter.com/team

The Reality of Life. The Living Balance Sheet. At Forest Hills Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? Steven Schacter, JD. This material is intend...

2

Tax Resources | Forest Hills Financial Group, Inc.

http://www.stevenschacter.com/tools/tax-resources

The Reality of Life. The Living Balance Sheet. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Multiple States Series 6, Series 63. Check the background of your financial professional on FINRA's BrokerCheck. 160; OSJ: ...

3

Estate | Forest Hills Financial Group, Inc.

http://www.stevenschacter.com/resource-center/estate

The Reality of Life. The Living Balance Sheet. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Exit Strategies of the Rich and Famous. Principles of Preserving Wealth. Estate tax ...

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The Living Balance Sheet® | Forest Hills Financial Group, Inc.

http://www.stevenschacter.com/p/the-living-balance-sheet

The Reality of Life. The Living Balance Sheet. The Living Balance Sheet. What if you could work with a professional who took a completely different approach to money management? Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial balance? What would that mean to you, your family, your business? 15 Financial Balance Rules. Trying to Get Ahead. What’s in a Number? It’s More Than You Think. Fairy Tale Called Risk = Reward. If You Get Sued.

5

Products & Services | Forest Hills Financial Group, Inc.

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The Reality of Life. The Living Balance Sheet. Cash Flow and Budgeting. Investments offered through Park Avenue Securities. Multiple States Series 6, Series 63. Check the background of your financial professional on FINRA's BrokerCheck. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA. Guardian), New York, NY. .

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Home | Forest Hills Financial Group, Inc.

The Reality of Life. The Living Balance Sheet. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. The market is as unpredictable as the weather. We’d love to help you prepare. Steven J. Schacter. Securities pr...

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