Blog

What's inside this month's edition?

- 2021 Outlook

- Andrew Chapman has earned the Certified Financial Planner designation!

- Go Digital with Account View and e Delivery

- Goodbye Mollie

- Winter Fun around Saratoga Springs

- Resolutions

What's inside this month's edition?

- 7 Things to Remember When You Feel Like You'll Never Be Able to Retire

- IRS Announces 2021 Retirement Plan Contribution Limits

- Did You Know? Facts & Statistics

- Planning Tip

- Holiday Lights in the Park

Unfortunately, security breaches have become a common occurrence the past few years. While it’s important to stay protected and do everything possible to prevent these breaches from happening to you, at times it's beyond your control. Stay vigilant by regularly checking your credit report.

Did you know?

What's inside this month's edition?

-34% of Retirees Are Spending More Than Expected

-Did You Know? Facts & Statistics

-Meet Lindsay!

-Social Security Recipients are Getting a Raise!

-Thanksgiving in Saratoga Springs

It is National Estate Planning Awareness Week and we want to remind you how important it is to talk with the next generation.

One of the biggest threats we have to our overall financial security is that of a long-term care event. According to the Department of Health and Human Services, about 70% of Americans who reach age 65 will need long-term care at some point, and if it's a major event, the costs are usually significant.

What's inside this month's edition?

-How to Plan for Rising Health Care Costs in Retirement

-Did You Know? Facts & Statistics

-Must-Have Documents for a Peaceful Future

-NY's Fall Foliage Report

-Planning Tip

Click here to check it out!

If you haven't done so already, now is a great time to think about saving for the higher education of a loved one. One method for saving can be done through establishing a 529 plan, where there may be potential for significant tax benefits while working toward your savings goal.