Trusted Financial Partners.
We'll Be There.

Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Search Blog

CONTACT US

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Search Blog

CONTACT US

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

5 Financial Mistakes Made During Divorce

Published July 9, 2020 1842 Views

How can you achieve a better financial resolution after divorce? Here are five common mistakes to avoid: Waiting to Consult a Financial Expert You need to have a comprehensive understanding your assets, including tax consequences, earning power, transaction costs and liquidity challenge...

Read More

July 2020 Newsletter

Published July 8, 2020 1410 Views

July 2020 Newsletter

Wishing you a happy and healthy start to summer.  It seems as if we sent our last newsletter out three years ago, instead of three months ago!  Things have certainly changed since then, including the stock market which rallied to its best quarter in more than 20 years following a near 40%...

Read More

Lifestyle Inflation: Your True Cost

Published June 25, 2020 1688 Views

Lifestyle Inflation can be defined as “an increase in spending when an individual's income goes up. Lifestyle inflation tends to become greater every time an individual gets a raise and can make it difficult to get out of debt, save for retirement or meet other big-picture financial g...

Read More

Social Security Changes & Adjustments

Published May 1, 2020 1873 Views

It seems many people we talk to tend to believe that when they reach retirement, Social Security will be dried up. Behind the scenes, the Social Security Administration (SSA) are adjusting the program to get this under control. To help you understand these changes, here is a reminder of how the SS...

Read More

Reviewing Rochester’s Public Companies

Published April 27, 2020 2345 Views

The greater Rochester-area has several publicly traded companies right in our own backyard. While some names remind us of the prior lifeblood of the local economy – Xerox or Kodak – there are several companies that have replaced them as our dynamic economy continues to adapt to the times...

Read More

Employer Sponsored Retirement Plans - What to do with your plan if you lose your job

Published April 23, 2020 1977 Views

Unemployment claims have skyrocketed over the past month. Many folks are without a job for the first time in their careers—this can be an overwhelming time. Being left without your job can leave you detached from your 401k, 403b, or 457 plan. If this has happened to you, there are several opti...

Read More

Frontier Files for Chapter 11 Bankruptcy. What Does This Mean for You?

Published April 16, 2020 2636 Views

Frontier, originally Rochester Telephone Company, filed for Chapter 11 Bankruptcy this week. Frontier provides TV, internet, and phone services to both business and residential customers across 29 states. Current service to these customers should be uninterrupted, though there may be a decline in cu...

Read More

Covid-19 relief checks won't have to be repaid

Published April 15, 2020 1730 Views

The government began issuing the one-time payments this week, and some of you may have been checking your statements this morning and have noticed that they have already been deposited electronically into your account. Most adults who earned up to $75,000 will see a $1,200 payout, while married coup...

Read More

April 2020 Newsletter

Published April 14, 2020 1735 Views

April 2020 Newsletter

When planning a newsletter that will be distributed in early April, tax filing deadlines and last-minute IRA contributions are topics worth hammering home. It’s safe to say by now, this is no ordinary April and that 2020 is no ordinary year.  COVID-19 has brought much uncertainty into our...

Read More

How to Stay 401(k) Smart in the COVID-19 Economy

Published April 10, 2020 1818 Views

At the close of the market on 4/7, the S&P 500 was up 19% from its March 23, 2020, low, but it’s still more than 20% below its February high. Volatility has been the economic norm of COVID-19. That being said, what, if anything, should you do with your 401(k)? Here are some common question...

Read More

We place you at the center of your financial plan.

Contact Us