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Our Team Third Eye Associates, Ltd.

WebRob is an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser and he holds a Series 65 Securities license and a Life, Accidental & …

Actived: 9 days ago

URL: https://www.thirdeyeassociates.com/team-member-01

Contact Us Third Eye Associates, Ltd.

WebSusan Simon, CLTC Co-Founder, Third Eye Associates, Ltd. & Finance Manager [email protected]. Susan worked in finance since 1998, recently retired …

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Jill Schum Third Eye Associates, Ltd.

WebNew York City 212.787.4292 | Hudson Valley 845.752.2216 | Fax 845.853.1491 Third Eye Associates, Ltd. is a state Registered Investment Adviser with offices in New York City …

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Jennifer McKinley Third Eye Associates

WebNew York City 212.787.4292 | Hudson Valley 845.752.2216 | Fax 845.853.1491 Third Eye Associates, Ltd. is a state Registered Investment Adviser with offices in New York City …

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Robert Alonso Third Eye Associates, Ltd.

WebRob is an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser and he holds a Series 65 Securities license and a Life, Accidental & …

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Jennifer Yearous Third Eye Associates, Ltd.

WebJen graduated with a Bachelor of Science in Public Health Administration from Indiana University. While at MetLife, she held Series 6, 63, 65 and life/health licenses. Jen …

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Transition Planning

WebBeth Jones is a Certified Financial Transitionist ® and has completed the Mastery Program in Financial Transition Planning with the Sudden Money ® Institute. A Financial …

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Social Security―When to start taking benefits

WebFebruary 20, 2014. By Beth Jones, RLP ®, AIF ®, CFT ™. Whether or not you believe Social Security will be around when you need it, proper planning compels you to …

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Home Third Eye Associates, Ltd.

WebBeth Jones is a Certified Financial Transitionist ® and has completed the Mastery Program in Financial Transition Planning with the Sudden Money ® Institute. A Financial …

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Understanding the CARES Act Third Eye Associates, Ltd.

WebUnderstanding The CARES Act. Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and …

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Socially Responsible Investing

WebAlthough socially responsible investing has been available and in place for many years, people are interested in it now more than ever as a viable investment option.

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The Fed's Rate Hike Third Eye Associates, Ltd.

WebThe U.S. Federal Reserve Board’s Open Market Committee just raised the Fed Funds rate from 0.75% to 1.00%—the second rate hike in three months.

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No Leverage = Higher Costs Third Eye Associates, Ltd.

WebWe hear all the time that medical costs are too high in the U.S., and that Medicare is going to go bankrupt in the future. The President-Elect recently told us in a press conference …

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The Coronavirus and Market Declines Third Eye Associates, Ltd.

WebWe wanted to share this newsletter posted by our colleagues at Northstar Financial Planning, written by one of our partners, Dimensional Fund Advisors.

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Financial Planning & Wealth Management Contact Us

WebNew York City. 745 Fifth Avenue, Suite 500 New York, NY 10151 212.787.4292. Map & Directions

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Where Our Tax Dollars Go Third Eye Associates Articles

WebNew York City 212.787.4292 | Hudson Valley 845.752.2216 | Fax 845.853.1491

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Financial Planning & Wealth Management Client Login Third Eye

WebBook a Meeting. New York City 212.787.4292 | Hudson Valley 845.752.2216 | Fax 845.853.1491. Third Eye Associates, Ltd. is a state Registered Investment Adviser with …

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Estate Planning — Avoid Conflicts that Can Arise with Your Illness …

WebSeptember 21, 2013 By Beth Jones, RLP®, AIF®, CFT™ Many people fail to have proper and updated estate planning documents, so a serious illness or death of a family …

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Common Estate Planning Pitfalls Third Eye Associates, Ltd.

WebNovember 5, 2019 Estate planning can be complicated. There are a lot of moving parts to organizing your finances and determining where they will go after your death.

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