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Sunday, May 22, 2022

When you invest, you make choices about what to do with your financial assets. But do you know how risk affects your investments? Is your portfolio aligned with your needs?

 

Monday, May 2, 2022

Everyone could benefit from a financial plan. While your situation and goals are specific to you, having an objective review of your income, investments, insurance, and taxes can be helpful if you want to gain awareness into your finances.

 

Tuesday, February 2, 2021

Nowadays, 65 is practically the new 45. However, with increasing life expectancies, it is becoming increasingly necessary to change the way you think about your retirement – especially in terms of finances and health. How do you...

 

Thursday, January 7, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees....

 

Tuesday, December 1, 2020

With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may...

 

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Thursday, October 29, 2020

If you're not thinking about how you'll support yourself in retirement, you should. The typical retirement income plan used to be referred to as a "three-legged stool," with Social Security, a pension, and personal savings as the legs....

 

Friday, October 23, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

 

Tuesday, March 17, 2020

Now is a good time to remember that long-term investment goals tend to survive temporary market shifts. Any time you see a swing in the markets and a drop in your account balance, emotions are going to arise. Here are some steps on how...

 

Wednesday, January 15, 2020

Perhaps just as important as having a sound financial plan in place is maintaining and updating it. The fact is that things change – jobs, goals, dreams, family, you name it – and your plans needs to be updated on a fairly...

 

Tuesday, September 24, 2019

As if life weren’t stressful enough these days, finding your way through the Medicare process can be an overwhelming experience. Though it may seem impossible to choose the right plan out of all the choices available to you, in...

 

Wednesday, May 22, 2019

Plus: Ideas for local Rochester and Buffalo Staycations When coming up with your own travel budget, there is a key guideline to follow; planning. You can travel on any budget as long as you have carefully planned for it. The more...

 

Tuesday, April 23, 2019

Recognizing that government can't pay the bill for long-term care, federal and a number of state tax codes now offer tax incentives to encourage Americans to take personal responsibility for their future long-term care needs. The...

 

Tuesday, February 26, 2019

Half of Americans turning 65 will develop a disability serious enough to require assistance… Long term care is assistance with daily living activities when you experience a serious illness or disability and cannot care for...