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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
At what point can you call a personal vehicle commercial?
When considering life insurance, it's important to understand your options.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Couples may be able to head off many of the problems in a marriage that money can cause.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know how to set up your financial goals for success? This knight does.
There are a few things to consider when buying or leasing your next vehicle.
There are three things to consider before dipping into retirement savings to pay for college.