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.
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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Learn when it may not make sense to file a claim on your home insurance.
Tips to avoid checking in luggage on your next vacation.
This checklist can give you a quick snapshot of how prepared you are.
Tips on insuring your teen driver.
There’s a link between debt and stress.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The decision whether to buy or rent a home may have long-term implications.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women must be ready to spend, on average, more years in retirement than men.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are three things to consider before dipping into retirement savings to pay for college.