Chat with us, powered by LiveChat

Trusted Financial Partners.
We'll Be There.

Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Contact Us

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

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.

Search Blog

CONTACT US

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

A Not-So-Trivial Pursuit for Families this Holiday Season

Published December 29, 2009 4716 Views

It's that time of year again where families get together to enjoy each other's company, exchange gifts and eat too much. But often times after the last cookie is gone and the gifts are all unwrapped we find ourselves searching for the next conversation piece. Here is one suggestion: Consider taking...

Read More

Senate-passed health reform bill: Who's paying for the cost?

Published December 28, 2009 4511 Views

It seems to me that the average taxpayer will be paying a sizable increase in federal taxes to prevent higher cost for health insurance. The Senate's passage on Christmas eve of the Patient Protection and Affordable Care Act sets the stage for the next difficult hurdle in passage of comprehensive h...

Read More

Home Stretch 2009

Published December 28, 2009 4581 Views

Just four business days left in 2009: four days in which to book any gains or losses, four days for tax payments to get postmarked, four days for certain car buyers to get a tax break. The week between Christmas and New Years Day is often considered a "slow" week in many fields - a great week to enj...

Read More

Ho ho ho....

Published December 24, 2009 4862 Views

The day before Christmas has brought us a modest "Santa Claus Rally" in the form of the Dow Jones Industrial Average closing up 54 points and hitting an inter-day high for the year. A pleasant place to be when contrasted with the same time last year: 2000 points below where we are today and facing...

Read More

Be Prepared In Case You Are Suddenly Single

Published December 24, 2009 4779 Views

Here's a little advice for Tiger Woods in case he finds himself unexpectedly single... While the emotional element of losing a spouse is the first and hardest blow, an important next step is looking towards the future and assessing your financial situation. As a single person for the first time in...

Read More

When would my dependent child be required to file a federal tax return in 2009?

Published December 23, 2009 4377 Views

If their only income is earned income (wages) and exceeds $5,700 a tax return is required. Although, if they earn less and have taxes withheld, a tax return would be required to claim a refund. If their only income is un-earned income (investment income) and exceeds $950 a tax return is required...

Read More

Consider converting your IRA to a ROTH in 2010

Published December 22, 2009 4781 Views

2008 was not a good year for the market. Typically it is colder during the winter than in the summer. Ok - now that I'm done stating the obvious, what can we do about it? (Buy a coat?...No, not about that; about the market!) 2009 was a year of rebounding that saw the Dow Jones Industrial average cli...

Read More

IRS Reminds Car Shoppers about 2009 Tax Break

Published December 21, 2009 5150 Views

The Internal Revenue Service last week reminded individual taxpayers who are considering buying a new car that they have until Dec. 31 to take advantage of a tax break that may not be around in 2010. Taxpayers who buy a qualifying new motor vehicle this year after Feb. 16 can deduct the state or lo...

Read More

Sometimes All That Glitters is Shampoo

Published December 21, 2009 4821 Views

Gold. Silver. Oil. You hear and read plenty lately in the media about these red-hot categories. Often (far too often) investors tend to focus on what's hot, what's getting the buzz on CNBC, what they hear on the radio or read online. Gold seems to be getting the most buzz, with prices at rec...

Read More

Dear Citigroup: Fire Your CEO

Published December 18, 2009 4733 Views

If you are reading this you're probably a US taxpayer. That means that in a small way you own a significant chunk of Citigroup, once the largest US bank and recipient of $45 billion of TARP funds. Another name for TARP is "your money." That bailout represents nearly 60% of Citigroup's current mark...

Read More

Learn How We’ll Be There for You.
Schedule Time to Meet with Us Today.

Contact Us