Lewis J. Altfest, CFP

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The author, a fee-only financial planner, is president of Altfest Personal Wealth Management, a financial and investment advisory firm in New York City, and an associate professor of finance at Pace University.

Articles

Why real estate investing has become a good investment again

September 25th 2012

After the collapse of the housing bubble, you might think that real estate is still a risky investment. Learn why you might want to reconsider that assessment.

Questions helpful in IRA asset conversion decision

Lewis J. Altfest, CFP

February 19th 2010

Several factors will determine whether converting traditional IRA assets to Roth IRA assets is the right decision for you.

Roth conversion: Is it the right strategy for you?

Lewis J. Altfest, CFP

October 23rd 2009

Deciding on a traditional versus Roth IRA calls into consideration several factors, including tax rates.

Investment Consult

Lewis J. Altfest, CFP

June 19th 2000

Are you a confirmed do-it-yourselfer? Read this before going any further.