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: Income & Tax
A Guide to Small Business Retirement Plans: Choosing the Right Option
July 3, 2023
As a small business owner, planning for retirement may not always be at the forefront of your mind. However, establishing a solid retirement plan is
A look at Disability Income Insurance for Disability Awareness Month
March 28, 2023
Many people think that their biggest financial resource is their house, but that is absolutely not the case. A person’s ability to earn an income
What is Direct Indexing?
February 24, 2023
There’s a newly revived concept sweeping across the financial services industry, and you may have heard of it. It’s called Direct Indexing. I say it’s
Changes in the Teaching Profession: Financial Considerations
September 23, 2022
Everyone knows that teachers are one of the keys to our future, but is anyone looking out for their future? Teaching can be a rewarding
Is the U.S. Economy in a Recession?
August 5, 2022
In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48%
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
Financial Adulting: The Millennial’s Guide
December 13, 2021
Almost in the blink of an eye – you transition from walking across the graduation stage into your first real job, move into your first
Five Strategies for Tax-Efficient Investing
March 10, 2021
Tax-efficient investing can be achieved in variety of ways. For example, you may be able to use losses within your investment portfolio to help offset