Halfway Through the Year: Are Your Finances on Track?
It’s spring. The weather is starting to change, April showers have brought – well, if you live in Upstate New York – May Showers, but school is almost out, and everything is ramping up for whatever season the Summer brings to you. While we wait out this last bit of rain and you’re stuck inside […]
The Future of Financial Planning
Alas the future evolution of technology has sparked a new option in the financial planning industry known as robo-advising. What is this you may ask? A robo-advisor is an automated investment platform that leverages AI and algorithms to create and manage your investment portfolio. With minimal effort required and lower costs compared to traditional advisors, […]
Evaluating the Financial and Time Commitments of Adopting a Dog
Whether it’s a golden retriever, a poodle, or any other breed, dogs can be an amazing addition to your family. Their love and companionship can provide an unmatched sense of fulfillment. However, adopting a dog may also include a whole bunch of costs that should be evaluated and planned for. Some of the key items […]
The Essential Guide to Insurance
In an unpredictable world, insurance is a powerful and often necessary tool to safeguard against life’s uncertainties. Whether it’s your health, home, car, or business, insurance helps you manage risk and gives you the peace of mind that, should the worst happen, you’re not left financially vulnerable. But with so many types of insurance out […]
My Money, Your Money or Our Money?
Money can be a touchy subject as there is usually a lot of emotion involved when discussing it. When it comes to the blending of finances, all bets are off. There is no real “right” answer to any situation, it really comes down to what you and your significant other are comfortable with. Although there […]
Navigating the New Year: What’s Ahead for the Economy in 2025?
As we inch closer to the end of 2024, we all deserve to stop and take a deep breath. For many, this year has been filled with stress and anxiety. I think most of us are ready to close our eyes and wake up in 2025. When brainstorming ideas for this end-of-year blog, we began […]
Year-End Tax Planning Strategies
It is important to plan for taxes year-round in order to be adequately prepared to file your tax return the following April. However, this is especially true towards the end of the calendar year when it is time to make sure your ducks are in a row. This blog will highlight some areas that are […]
Budgeting For the Big Expenses
Budgeting for big expenses can seem daunting, but with a good plan, you can manage your finances and prepare for these large purchases more efficiently and effectively. No matter how accurate and detailed your monthly budget is, life will occasionally throw a large and possibly unexpected expense your way. This could be a big medical […]
Mid-Year Tax Planning: The Key to Understanding Your Tax Bill
Have you ever gotten a tax bill at the end of the year and thought, “how could I possibly owe this much?” Or received a large refund and said “wow, I sure could have used this throughout the year…” If you have, you’re not alone! Utilizing a mid-year tax plan can be the key to […]
“Our Economy is Strong Overall”
The US economy is fine. We now know that the interest rate cut for September 2024 is a half of one percent or 50 basis points. Federal Reserve Chairperson Jerome Powell made it very clear on multiple occasions during his press conference yesterday that the interest rate cut determined by the Federal Open Market Committee […]