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Welcome to Our Financial Planning Blog

Learn about planning for retirement, saving for college, investing, insurance and more.

Understanding and feeling good about your finances goes a long way.

Monday, August 9, 2021

Many of you reading this may be having to take care of elderly parents who have not properly planned their finances and it has got to be one of the most stressful things you’ve taken on. This could also motivate you to not be the...

Monday, August 9, 2021

What Is Pivotal Financial Planning? Like many industries, the financial services industry has evolved overtime. Financial Advisors and financial firms themselves work within various levels of this evolutionary continuum. Within each...

Monday, August 9, 2021

There's More To College Planning In New York State Than 529 Plans In 2003 I began speaking to clients about planning for their children’s college education. I also learned much about their expectations of their children going to...

Thursday, April 23, 2020

Benefits from the CARES Act for Individuals For individuals, relief comes in the form of direct cash payments, expanded unemployment protection, charitable contribution deductions and qualified plan/ IRA early distribution penalty...

Thursday, April 16, 2020

What is the Coronavirus Aid, Relief and Economic Security Act (CARES Act)? The Coronavirus Aid, Relief and Economic Security Act (CARES Act) was signed into law on March 27, 2020. This is the third piece of legislation passed in the...

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Tuesday, January 21, 2020

We know how so much of the information we are exposed to regarding retirement deals with delayed gratification. Like many things in life, we believe balance is key. That's why educating our clients on liquidity plays a big role for us.

Tuesday, January 21, 2020

Think about all the tools we utilize on a daily basis. Exercise Equipment, Appliances, Shopping Carts, Lawn Mowers and the list goes on. There are literally thousands of different tools we interact with on a daily basis. Some of these...

Tuesday, January 21, 2020

Resolution can simply be defined as a firm decision to do or not to do something. According to a YouGov poll, the most common aspirations or resolutions for 2018 in the U.S. were to eat healthier, get more exercise, and to save more...

Tuesday, January 21, 2020

As of February 22, 2019, the unfunded liabilities in the United States were over $122 Trillion and growing (usdebtclock.org). Many Americans are deferring a significant amount of money into qualified retirement plans in favor of...