Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or for an estate strategy, our personalized service helps to focus your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (518) 688-2223.
Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?