Upcoming Events Passport To Retirement Seminar (postponed due to Covid)
I have lived in the Hudson Valley for most of my life and love everything about it...the many hiking trails, lovely restaurants, mountains, the Hudson River and having raised our family here and living in Dutchess County, NY. I love what I do for a living and enjoy helping people plan for their financial future, securing their retirement, and taking care of their loved ones.
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
How much life insurance would you need to produce a sufficient income stream for your family?
This calculator is designed to help you attach a dollar figure to your life’s work.
How much do you need to save each year to meet your long-term financial goals?
Compare the potential future value of tax-deferred investments to that of taxable investments.