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: Married With Children
When you’re married and have children, insurance needs will be different.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A look inside the U.S. government's statistics on household net worth.
A letter of instruction provides additional and more personal information regarding your estate.
Five strategies for managing your student debt.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This checklist can give you a quick snapshot of how prepared you are.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how to set up your financial goals for success? This knight does.
What does your home really cost?
Make your retirement as exciting as your next vacation.