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Our January Newsletter is now available!

Submitted by Saratoga Financial Services on January 4th, 2021

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

 
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Congratulations Andrew Chapman, CFP®

Submitted by Saratoga Financial Services on January 4th, 2021
If you're a client of Saratoga Financial Services, it's likely you've come in contact with our Operations Research Associate, Andrew Chapman. He's been an employee for six years and plays an active role assisting in the following areas; researching investments, analyzing portfolios, and servicing accounts at SFS.
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Our December Newsletter is now available!

Submitted by Saratoga Financial Services on December 4th, 2020

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

 

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Reminder: Check Your Credit Report!

Submitted by Saratoga Financial Services on November 20th, 2020

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?

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Our November newsletter is now available!

Submitted by Saratoga Financial Services on November 6th, 2020

 

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

 

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Meet Lindsay!

Submitted by Saratoga Financial Services on November 5th, 2020

 

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It's National Estate Planning Awareness Week!

Submitted by Saratoga Financial Services on October 20th, 2020

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

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October is Long-Term Care Planning Month!

Submitted by Saratoga Financial Services on October 15th, 2020

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.

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Our October Newsletter is now available!

Submitted by Saratoga Financial Services on October 2nd, 2020

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!

September is College Savings Month!

Submitted by Saratoga Financial Services on September 8th, 2020

 

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.

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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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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Please review Important Disclosure Information set forth in the last section of this web site. Due to various state and federal regulations and registration requirements concerning the dissemination of information relating to investment products and services, we are currently required to limit access of this web site to individuals residing in states where we are currently registered.

We are currently registered to conduct business in the following states:  Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Iowa, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia and Washington.

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