Contact Us

Contact Us

NEWSROOM

CONTACT US

Retirement: The Long Weekend

Published May 19, 2023 1741 Views

     We’re coming into the 2023 PGA Championship Tour weekend, where the tournament really starts to get challenging. It’s important to keep in mind that retirement can be a lot like a long, challenging weekend, but if you’re prepared with a plan, it doesn’t have to be. Similar to how peop...

Read More

8 Financial Tips for Why You Should Have a Summer Financial Plan

Published May 18, 2023 1727 Views

     The PGA tour is in full swing in Rochester, NY – even with a frost delay! In the upcoming months, when the weather warms and there’s no frost in sight, most people will be excited to plan golf trips, destination vacations, stay-cations and even home renovations or home pur...

Read More

10 Financial Planning Tips for Vacation Planning

Published May 17, 2023 1754 Views

     It is a busy and exciting week in Rochester NY, as many people are arriving from out of town for the PGA at Oak Hill and enjoying the events that have been in the planning process for a long time.  When making summer travel plans, questions often come up about the best...

Read More

Local Economy Looks Bright with the 2023 PGA Championship in Rochester, NY

Published May 16, 2023 1757 Views

     Rochester, NY has a rich history of hosting PGA Tour events, including the famous Rochester International in the late 1950s and early 1960s.  Recently restored, Oak Hill Country Club’s East Course will host its fourth PGA Championship in May 2023.  Nearly a decade removed from...

Read More

Is it still possible to retire in 2023?

Published May 3, 2023 1459 Views

Retiring in a good year is challenging enough. But the 2023 retirement outlook includes a host of other major threats, such as high inflation and rising interest rates. Taken together, these trends have created an uncertain environment that would unnerve even the most careful retirement planners. Bu...

Read More

Lower Mortgage Payments and Why That Might Not be a Good Thing

Published April 25, 2023 1381 Views

In May, a new type of mortgage is set to hit the market: the 40-year mortgage. This mortgage offers borrowers a longer repayment period, which could result in lower monthly payments compared to traditional 30-year mortgages. While this may sound appealing to some, it's important to carefully conside...

Read More

What should you do with your Tax Refund?

Published April 21, 2023 1297 Views

If you're waiting for your tax refund, you may be ready to start an online shopping spree or to make a big purchase, like an 85-inch TV.  Take a moment to think about it. Times are tough and you deserve to treat yourself, but this may also be the time to boost your savings accounts.  According to th...

Read More

The fall of Credit Suisse. But what about First Republic?

Published March 20, 2023 1963 Views

The past 10 days have been wrought with banking concerns.  The newest casualty of this is Credit Suisse.  For 167 years, Credit Suisse acted as one of the largest banks in Switzerland; Now, it will be acquired by their rival bank UBS.  The banks issues were visible for the past year; From multiple c...

Read More

Fed Interest Rate Hikes and the Effects On Our Banking System

Published March 15, 2023 1870 Views

The sudden collapse of Silicon Valley Bank and Signature Bank risks pushing the US Federal Reserve uncomfortably close to the point of having to resolve a financial-stability trauma at the same time as fighting high inflation. The situation could force Fed Chair Jerome Powell and his colleagues to c...

Read More

The Effects of Interest Rate Hikes and Your Portfolio

Published March 6, 2023 2038 Views

The 10-year Treasury yield rose above 4% earlier this month, marking a fresh acceleration for a historic bond-market rout amid lingering inflation and fears of higher interest rates. This climb carried the key measure of borrowing costs back toward the decade-plus highs reached last year, and the re...

Read More

Learn How We’ll Be There for You.
Schedule Time to Meet with Us Today.

Contact Us