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Strategic Investment Approaches with 10-Year Yield at 5% With A Look at Unique Bull Market Factors

Published October 25, 2023 1913 Views

The last four bull markets we have seen began with the “low’s” of October 1990, October 2002, March 2009, and March 2020 – ALL STOCKS WENT UP. For the current 2023 bull run, only 2/3rd of the S&P 500 have risen. Half of these gains came from 8 stocks in comparison with 38 stocks leading off previous...

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8 Reasons Why You Should Open a Roth IRA for Your Child

Published October 9, 2023 1781 Views

Since individual financial situations vary, it's crucial to consult with a financial advisor to determine if a kids' Roth IRA aligns with your family's overall financial goals and to ensure compliance with IRS rules and regulations. Here are 8 reasons why you should open a Roth IRA for your child:...

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4 Reasons Why You Should Roll Over Your 401(k) into an Individual Retirement Account (IRA)

Published September 13, 2023 2027 Views

If you've switched jobs, rolling your 401(k) over into an IRA can help you maintain control over the account and continue its growth. More Investment Options: IRAs often offer a broader range of investment options compared to 401(k) plans, which are limited to the investment choices selected...

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How much money do you need to retire?

Published May 24, 2023 2056 Views

     This is the question that I am asked most often as a Financial Advisor. Unfortunately, it is not the same answer for everyone. A common guideline is that you should aim to replace 70-80% of your annual pre-retirement income. You can replace your pre-retirement income using...

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Retirement: The Long Weekend

Published May 19, 2023 2013 Views

     We’re coming into the 2023 PGA Championship Tour weekend, where the tournament really starts to get challenging. It’s important to keep in mind that retirement can be a lot like a long, challenging weekend, but if you’re prepared with a plan, it doesn’t have to be. Similar to how peop...

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8 Financial Tips for Why You Should Have a Summer Financial Plan

Published May 18, 2023 2000 Views

     The PGA tour is in full swing in Rochester, NY – even with a frost delay! In the upcoming months, when the weather warms and there’s no frost in sight, most people will be excited to plan golf trips, destination vacations, stay-cations and even home renovations or home pur...

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10 Financial Planning Tips for Vacation Planning

Published May 17, 2023 2041 Views

     It is a busy and exciting week in Rochester NY, as many people are arriving from out of town for the PGA at Oak Hill and enjoying the events that have been in the planning process for a long time.  When making summer travel plans, questions often come up about the best...

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Local Economy Looks Bright with the 2023 PGA Championship in Rochester, NY

Published May 16, 2023 2018 Views

     Rochester, NY has a rich history of hosting PGA Tour events, including the famous Rochester International in the late 1950s and early 1960s.  Recently restored, Oak Hill Country Club’s East Course will host its fourth PGA Championship in May 2023.  Nearly a decade removed from...

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Is it still possible to retire in 2023?

Published May 3, 2023 1722 Views

Retiring in a good year is challenging enough. But the 2023 retirement outlook includes a host of other major threats, such as high inflation and rising interest rates. Taken together, these trends have created an uncertain environment that would unnerve even the most careful retirement planners. Bu...

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Lower Mortgage Payments and Why That Might Not be a Good Thing

Published April 25, 2023 1643 Views

In May, a new type of mortgage is set to hit the market: the 40-year mortgage. This mortgage offers borrowers a longer repayment period, which could result in lower monthly payments compared to traditional 30-year mortgages. While this may sound appealing to some, it's important to carefully conside...

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