5 Ways Women Can Overcome The Wage Gap
March 26, 2018
Even though the wage gap continues to narrow, it still significantly affects how much women are earning compared to men. In fact, the average woman
Category: Retirement Planning
Death and Finances: Tips for Taking on the Finances of the Dearly Departed
February 15, 2018
The death of a loved one is a stressful, emotional situation that leaves few of us prepared for the practical matters raised by such a
Top Trends in Women’s Investments
January 16, 2018
Whether you’re a young professional, married mother, grandmother, or single mom, where you choose to invest your money will have a big impact on your
Looking Ahead to Preserve Your Estate
January 2, 2018
If you have specific plans for the future of your property, investments, and other assets, looking ahead is absolutely critical. The future is uncertain, but
How to Retire on a Teacher’s Salary
October 10, 2017
Teaching is considered one of the most important professions in the country, so anyone that devotes their life to educating either children or adults deserves
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
Financial Planning for Newlyweds
April 4, 2017
The moment a couple says “I do,” a lot changes. Newlyweds begin an emotional and fiscal partnership meant to endure for the rest of their