Blog
Keeping your safety in mind
For our in-person meetings, we have taken measures to have our office sanitized professionally. We require everyone to wear a mask during the meetings and we sanitize after the meeting. Also, as an added safety measure, our office has...
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Are you financially prepared for retirement?
Are you financially prepared for retirement? You’ve spent your working life saving for the time when you can leave your career behind and enjoy your family, pursue hobbies or simply relax on the beach. But are you financially...
Read MoreWhy Political, Economic and Health Policies are Roiling Markets
On the heels of the most recent market volatility, I wanted to share some perspectives from Martin E. Landry, the director of the Portfolio Management Group from our financial services partner Avantax Wealth Management. In his...
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When your spouse passes away, are you prepared for the financial impact?
When your spouse passes away, are you prepared for the financial impact? Losing a spouse creates an emotional crisis for you and your family. What’s worse, it leaves many partners with financial uncertainty and questions like,...
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Bringing home a new baby? Are you financially prepared?
Bringing home a new baby? Are you financially prepared? Having a baby is an incredible experience, but it can also fill you with financial anxiety. No need to worry! Time is on your side. Developing a solid financial plan now...
Read MoreSomething else to worry about in 2020
From the IRS Website - here are the Top 12 Scams hitting Americans this year: IRS YouTube Video: Dirty Dozen — English | Spanish | ASL IR-2020-160, July 16, 2020 WASHINGTON — The Internal Revenue Service today announced its...
Read MorePost Covid Summer Thoughts
No Blues Fest, No Taste of Syracuse, No Greek Fest, No Jazz Fest, most Amp concerts cancelled - what's a Syracusan to do this summer?!? Here are some ideas for Summer fun you may not have thought of - I know I didn't! Enjoy the Summer,...
Read MoreGod Bless the USA
In our America, we take the time each year to honor our fellow citizens who have made the ultimate sacrifice for our freedoms in the celebration of Memorial Day. Our usual take would be going to the wonderful Camillus Memorial Day...
Read MoreVenture out
As I've been on pause for the past few months - I am noticing two different things. One is - I can't wait to get out here. I queue up on Saturday night the familiar question - where are we going for dinner? and I laugh as Ed and I...
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What do we do now?
What a wild ride we've all been on. Hopefully, you and your loved ones are healthy. In the time we've been "sheltered-in-place", maybe some things have been swirling in your mind regarding your investments and your financial situation....
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