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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement The Latte Lie and Other Myths

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

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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