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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
What does the Tax Reform and Jobs Act mean for you?
Being healthy not only makes you feel good, it may also help you financially.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When to start? Should I continue to work? How can I maximize my benefit?
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What is your plan for health care during retirement?