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Chip Simon, CFP®

Taconic Advisors, Inc.
Poughkeepsie, NY
www.taconicadvisors.com

Bio - Chip Simon (PDF)

Available Topics
• Financial Planning for Survivors
• Money Memoirs Workshop
• Getting a Grip on Your Financial Future (Undergraduate Financial Planning Overview)
• Financial Recovery Following Divorce
• Altar Egos – Your Money and Your Marriage (Financial Pre Cana)
• Money Personality
• Financial Freedom for Artists
• How to Find a Financial Advisor You Can Trust
• Seven Secrets of Financial Independence

  • Are you throwing cash away?

    May 01, 2012

    One of the most stressful parts of tax filings is gathering the information. Managing tax recordkeeping as a year-round job makes the actual filing of the return much easier.

    Erin Baehr

Have you put summer travel plans on hold because of rising gas prices?

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