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Tuesday, January 19, 2021

A word that reared it's head more than not in 2020 was ADAPT. We had to learn how to wear a mask, how to socially separate, how to have meetings remotely and even, how to properly and thoroughly wash our hands. Our efforts were not in...

Wednesday, November 18, 2020

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...

Tuesday, October 13, 2020

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...

Tuesday, October 13, 2020

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...

Wednesday, October 7, 2020

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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Tuesday, September 29, 2020

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...

Wednesday, July 22, 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...

Wednesday, May 27, 2020

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,...

Wednesday, May 20, 2020

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...

Monday, May 11, 2020

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...

Thursday, April 30, 2020

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....