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Let us help you build a confident retirement.

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March Newsletter

Submitted by Saratoga Financial Services on March 13th, 2023

Keeping 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.

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February 2023 Newsletter : Special Edition SECURE 2.0

Submitted by Saratoga Financial Services on February 5th, 2023

What's inside this month's edition?

- Did You Know? SECURE 2.0 facts

- Age 72

- Planning Tip: Beneficiary IRA's

Click here to read more.

January 2023 Newsletter: Finding Balance in 2023

Submitted by Saratoga Financial Services on January 5th, 2023

What'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

Click here to read more.

December 2022 Newsletter: Changes To Retirement Account Contributions

Submitted by Saratoga Financial Services on December 4th, 2022

What'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

Click here to read more.

Our November 2022 Newsletter: Expected Retirement Age Vs. Actual Retirement Age

Submitted by Saratoga Financial Services on November 3rd, 2022

What'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 

Click here to read more.

Our October 2022 Newsletter: 4 Tricks To Maximize Your Social Security Benefits!

Submitted by Saratoga Financial Services on October 7th, 2022

What'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

Click here to read more.

Our September 2022 Newsletter: ESG Investing is now available!

Submitted by Saratoga Financial Services on September 2nd, 2022

What's inside this month's edition?

-ESG Investing

-Grandparents Day

-Did You Know?

-Support New Local Businesses

Click here to read more.

Our August 2022 Newsletter: Midyear Outlook 2022 is now available!

Submitted by Saratoga Financial Services on August 4th, 2022

What's inside this month's edition?

-LPL Financial Research: Midyear Outlook

-Do you have updates to your personal information?

-Cost of College

-National Financial Awareness Day

Click here to read more.

Our July 2022 Newsletter is now available!

Submitted by Saratoga Financial Services on July 8th, 2022

What’s inside this month’s edition?
 
- 8 Important Retirement Related Ages
- Did You Know?
- 25 Fun Ways to Occupy The Mind and Increase Brain Health
-A Successful 11th Annual Shred Event!

 

Click here to read more.

Our June 2022 Newsletter is now available!

Submitted by Saratoga Financial Services on June 2nd, 2022

What’s inside this month’s edition?
 
- Everyone Has A Risk Number, What's Yours?
- Trying to Time the Market? Think Again
- Did You Know?
- New Location For Our Annual Shred Event!

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18 Division St, Suite 305
Saratoga Springs, New York
12866 United States

  •  Tel: 518-584-2555
  •  Fax: 518-584-3762
  •  Robert.Schermerhorn@lpl.com
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