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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When considering life insurance, it's important to understand your options.
Understanding the value of a home warranty.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Do your insurance needs stay the same when the nest empties?
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.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
Do you know how to set up your financial goals for success? This knight does.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.