Marriage and Money: Finding a Happy Balance
June 27, 2019
Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related
Category: College Savings
Children and Wealth: Important Lessons Start Early in Life
June 7, 2019
Wealth can be a mixed blessing — one that creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent,
Back to School
September 7, 2018
Dear Valued Investor: It’s back to school for students all across the country, and whether it’s the first week in kindergarten, high school, or college,
The Good Life: College Savings Tips
October 3, 2017
The latest issue of Central New York Magazine: The Good Life features college savings tips from AJ, our Managing Director. It is a bimonthly magazine
Global Trends in Millennial Investment
July 31, 2017
Millennials, who are going to be the largest adult segment by the end of the decade, have often been harshly judged. You just need to
Financial Planning Tips in Your 40s: Make the Right Call
July 18, 2017
While you can get away with financial mistakes made in your 20s and 30s, every single mistake made in the 40s will have a major
Asset Allocation Tips Based on Your Age
May 22, 2017
Asset allocation refers to the act of investing money to get results in low risk settings. While investing your hard-earned money, you must look at
Having a Baby? Add Life Insurance to Your Shopping List
November 23, 2016
Young families have a long list of purchases when expecting a new baby: the crib, the diapers, the clothes. But beyond the supplies needed for
Financial Planning for Parents of College-Bound Students
November 4, 2015
Financial planning is a process that should begin long before an individual gets married and has children, but it is one that can be initiated