Upcoming Events Passport To Retirement Seminar
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.
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.