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Marriage and Money: Finding a Happy Balance
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
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
Wealth can be a mixed blessing — one that creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent,
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 latest issue of Central New York Magazine: The Good Life features college savings tips from AJ, our Managing Director. It is a bimonthly magazine
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
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 refers to the act of investing money to get results in low risk settings. While investing your hard-earned money, you must look at
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 is a process that should begin long before an individual gets married and has children, but it is one that can be initiated