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Latest Articles

Retirement

  • Introducing the 530A Accounts
  • 9 Facts About Retirement
  • What to Expect in Your First Year of Retirement
  • Social Security: Maximizing Benefits
  • Who Is Your Trusted Contact?
  • First Year of Retirement: What to Expect
  • Conquering Retirement Challenges for Women
  • Deciding When to Take Social Security
  • Women on the Rise
  • Choosing a Retirement Plan that Fits Your Business

Estate

  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • Estate Management Checklist
  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream
  • The Threat of Identity Theft
  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • Inflation & Your Money
  • TIPS for Inflation
  • How Stocks Work
  • Mutual Funds vs. ETFs

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • Personal Finance Calendar
  • What If Your Kids Decide Against College?
  • The Big Pause
  • What Will You Do With Your Bonus or Windfall?
  • Year-End Charitable Gifting and You
 

Contact

Office: (518) 584-2555

Fax: (518)-584-3762

18 Division Street

Suite 305

Saratoga Springs, NY 12866

info@saratogaretire.com

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