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THOROUGHBRED ADVISORS QUARTERLY NEWSLETTERS

We hope that our quarterly client newsletter will bring you closer to us, and closer to your own definition of Financial Security and Prosperity as we share our various financial planning strategies, highlight community leaders and experts, and bring attention to valuable community events!

MORE RESOURCES AND INSIGHTS

Learn about planning for retirement, saving for college, investing, insurance and more.Understanding and feeling good about your finances goes a long way.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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MEET OUR TEAM

We're represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. With offices in Latham and Queensbury New York, we continue to deliver our brand of planning to the individuals, families and businesses of our region.

NEED AN APPOINTMENT OR HAVE A REFERRAL? CONTACT US BELOW!

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