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Articles

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4 Financial Mistakes to Avoid this Spring

Scott Coopersmith | Feb 4, 2026
Categories
Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
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How to Reprogram & Improve Your Money Mindset

Scott Coopersmith | Feb 4, 2026
Categories
Finance
Investments
Savings
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Rethinking Retirement: Why True Wealth Is More Than Money

Scott Coopersmith | Feb 4, 2026
Categories
Retirement
Lifestyle
Health
Family
comforting-communication

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Scott Coopersmith | Feb 4, 2026
Categories
Estate Planning
Family
Health
Disability
Insurance
Risk Management
Frost-covered tree branches in a winter landscape, with ice-coated twigs in sharp focus and bare trees blurred in the snowy background

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Scott Coopersmith | Feb 4, 2026
Categories
Tax Planning
Retirement
Finance
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5 Financial Crossroads That Could Reshape Your Future

Scott Coopersmith | Feb 4, 2026
Categories
Finance
Retirement
Family
Tax Planning
Risk Management
selective focus photo of silver tower viewer telescope facing sunshine by Matt Noble courtesy of Unsplash.

The Power of Vision: A steadier way forward—together

Lisa Lisser | Jan 2, 2026
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Estate Planning Has Always Been Part of Our Work—Now It’s Easier and Fully Integrated

Scott Coopersmith | Dec 8, 2025
man writing on paper by Scott Graham courtesy of Unsplash.

Estate Planning: Your Legacy, Your Story

Scott Coopersmith | Nov 26, 2025
Offering Certified Neutral Services | SDA Wealth Strategies

Certified in Mediation — Now Offering Neutral Services

Scott Coopersmith | Oct 6, 2025
Why CDFA Matters in Divorce | SDA Wealth Strategies

What is a CDFA — and Why It Matters in Divorce

Scott Coopersmith | Sep 16, 2025
Raising Resilient Kids Digitally | SDA Wealth Strategies

Parenting Through the Noise—Raising Resilient Kids in a Digital World Recap

Scott Coopersmith | May 16, 2025

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New City, NY 10956

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