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A Grain of Salt

Published: July 7, 2015 4:33:31 pm 2286 Views

There is so much going on in the world! If you are glued to the TV watching the talking heads of Fox News, CNBC, or CNN you probably think the end of this bull market is going to be driven directly by default in Greece. The media loves drama. Yes, going into default is a problem; banks are closed an...

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A Busy Summer for Rochester

Published: July 1, 2015 10:55:13 am 2368 Views

Summer is often a busy time. Between your kids being out of school, family vacations, pool parties, college visits, sports games and weddings, there is likely a fun filled schedule for you and your family. Yet, the Rochester business community has been busy too, and it's not even July 1st! Two Major...

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Maxing out your savings

Published: June 24, 2015 9:19:03 am 7871 Views

For many young professionals, retirement planning seems odd given that it is thirty or forty years away. But the more time you give yourself to save the better the likelihood of accomplishing those goals. Aside from starting early, here are four ways to max out your savings: Do not assume the 401(...

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What's the Deal with Interest Rates?

Published: June 18, 2015 11:41:18 am 2142 Views

What's happening with interest rates? I'm hearing this question daily, whether meeting with clients, waiting in line at the deli, or chasing my 21-month old daughter down the street while she runs as fast as her little legs will take her. Below you'll find some of the more common questions I'm heari...

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Simple, Effective, and Necessary

Published: June 17, 2015 12:19:42 pm 2045 Views

One of my favorite bloggers, Carl Richards, shared his thoughts this morning about "What's really necessary" to accomplish life and business goals. He used an analogy about mountain climbing which helped to explain the importance of streamlining business processes by getting rid of exc...

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What does success mean to you?

Published: June 11, 2015 11:31:09 am 2177 Views

If I asked you to describe prosperity and security, what would you picture in your head? I am not talking about dollar signs or rate of return, rather, what do you want your money to do for you, both now and in the future? Is it finally taking that trip to Paris? Owning a beautiful house on the l...

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The Biggest Threats to Your Retirement

Published: June 9, 2015 10:58:07 am 2017 Views

A recent survey conducted by Evan Simonoff uncovered the top reasons why retirement plans which appear to be "bulletproof" from an investment perspective fall apart. It may come as a surprise to you, but none of these reasons have to do with macro forces such as market performance or a poor economy....

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Not started on Retirement Savings?

Published: June 2, 2015 3:15:13 pm 2068 Views

If your answer is yes, then you are not alone. A recent survey conducted by the Federal Reserve found that one third of working adults do not have a savings or pension. Furthermore, 38 percent of respondents stated that they have no intention and or plan to keep working indefinitely. Still, out of t...

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Give Up on Perfect

Published: May 26, 2015 3:57:48 pm 2200 Views

Many people can create the perfect life timelines in their head about desirable milestones but when it comes to reality it is likely that those fairytales often are quite different. Remember when you were a child and you wanted to be a movie star, singer, or maybe even President. Of course now, real...

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When it comes to saving... how much is too much?

Published: May 20, 2015 10:06:18 am 2111 Views

Many people have asked me how much they should be saving in order to pay for their children's college, pay off their mortgage, cover annual expenses, and eventually to retire. Some tend to think there is a standard magic percentage of annual income that should be saved which accomplishes their goals...

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