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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
When to start? Should I continue to work? How can I maximize my benefit?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A bucket plan can help you be better prepared for a comfortable retirement.