Blogs
Our February Newsletter is now available!
Submitted by Saratoga Financial Services on February 8th, 2021 What’s inside this month’s edition?
- The importance of Estate Planning
- We’re Social!
- Organizing Your Financial Records
- 2020 RMD Repayments
Our January Newsletter is now available!
Submitted by Saratoga Financial Services on January 4th, 2021What'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
Congratulations Andrew Chapman, CFP®
Submitted by Saratoga Financial Services on January 4th, 2021Our December Newsletter is now available!
Submitted by Saratoga Financial Services on December 4th, 2020What'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
Reminder: Check Your Credit Report!
Submitted by Saratoga Financial Services on November 20th, 2020Unfortunately, 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?
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
Meet Lindsay!
Submitted by Saratoga Financial Services on November 5th, 2020
It's National Estate Planning Awareness Week!
Submitted by Saratoga Financial Services on October 20th, 2020It is National Estate Planning Awareness Week and we want to remind you how important it is to talk with the next generation.
October is Long-Term Care Planning Month!
Submitted by Saratoga Financial Services on October 15th, 2020One 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.