Blogs
Our May 2023 Newsletter: What Is The Average Retirement Savings Balance by Age?
Submitted by Saratoga Financial Services on May 8th, 2023Our April 2023 Newsletter: Spring Clean Your Finances
Submitted by Saratoga Financial Services on April 12th, 2023Spring Clean Your Finances
While you’re in cleaning mode this spring, be sure to give your finances the intensive check-up it deserves. Click Here to read a 5-step checklist to ensure you’re ready to face the next year with confidence.
March 2023 Newsletter: Keeping Busy During Retirement
Submitted by Saratoga Financial Services on March 13th, 2023Keeping Busy During Retirement
There are many ways to keep busy during retirement and as ironic as it may sound, retirees are jumping back into the work force as one option to keep busy.
Our February 2023 Newsletter : Special Edition SECURE 2.0
Submitted by Saratoga Financial Services on February 5th, 2023What's inside this month's edition?
- Did You Know? SECURE 2.0 facts
- Age 72
- Planning Tip: Beneficiary IRA's
Our January 2023 Newsletter: Finding Balance in 2023
Submitted by Saratoga Financial Services on January 5th, 2023What's inside this month's edition?
- Planning Tip: Take advantage of the contribution limit increase!
- When To Contact Your Financial Adviser
- Did You Know?
- Welcome Winter
Our December 2022 Newsletter: Changes To Retirement Account Contributions
Submitted by Saratoga Financial Services on December 4th, 2022What's inside this month's edition?
- Changes To Retirement Account Contributions
- 5 Things That The Happiest Retirees Invest Their Time In
- There are 51 Million Retirees In the U.S
- Planning Tip: For Those Who Recently Inherited A Retirement Account
Our November 2022 Newsletter: Expected Retirement Age Vs. Actual Retirement Age
Submitted by Saratoga Financial Services on November 3rd, 2022What's inside this month's edition?
- Expected Retirement Age Vs. Actual Retirement Age
- Donor- Advised Funds
- Social Security Increase, coming soon!
- Planning Tip
- Discover Saratoga Annual Restaurant Week
Our October 2022 Newsletter: 4 Tricks To Maximize Your Social Security Benefits!
Submitted by Saratoga Financial Services on October 7th, 2022What's inside this month's edition?
-4 Smart Things To Do When You Receive An Inheritance
-Security Tip
-Is Saratoga Springs Haunted?
-Saratoga County Chamber Insider Newsletter
Our September 2022 Newsletter: ESG Investing is now available!
Submitted by Saratoga Financial Services on September 2nd, 2022What's inside this month's edition?
-ESG Investing
-Grandparents Day
-Did You Know?
-Support New Local Businesses