Do I Need to Have a Retirement Income Plan
October 9, 2023
Retirement is a phase of life that many look forward to with great anticipation, but significant questions arise when thinking about retiring. Among them: Are
Category: Estate Planning
Navigating the NYS Teacher Retirement System
January 14, 2022
This article originally appeared on Syracuse.com on August 1st, 2019. Click here for the original article. In the late summer as teachers across the country
Life Changes that Necessitate Financial Planning
January 5, 2022
When significant changes occur in your lifetime, it’s a good idea to revisit (or start) your financial plan for the future. Partnering with a financial
How the Political Environment Can Create Market Volatility and Affect Investments
January 19, 2021
It’s no secret that political events can affect markets and prices. Unlike other unpredictable events, like natural disasters, wars, and inclement weather, political goings-on are
Helping to Care for Aging Parents
December 4, 2020
Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your
Distributions and Rollovers: What You Need to Know About Roth 401(k)s
October 22, 2020
The Roth 401(k) shares features of both the Roth IRA and regular 401(k) plans. Perhaps the biggest difference between regular 401(k) plans and Roth 401(k)s
The Millennial’s Guide to Financial Adulting
September 25, 2019
It happens quickly – you trade in your graduation cap for your first real job, first apartment and perhaps your very first car. But six
I’m Changing Jobs. What Should I Do With the Money in My Plan?
August 21, 2019
Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs, your next move
Marriage and Money: Finding a Happy Balance
June 27, 2019
Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related
Top Tax Reform Changes that Will Impact Your 2018 Return
January 25, 2019
Big tax changes arrived in 2018 courtesy of the Tax Cuts and Jobs Act (TCJA) of 2017. When you go to file your 2018 tax