Love Letter to Your Family?
Most people know that it is a good idea to keep their will up to date and to make sure they have their beneficiaries updated on all of their accounts. But have you ever thought of compiling all of your account information in one spot to make things easy on your loved ones if something happens to you?
Understanding the 2025 Retirement Savings Contribution Changes
The IRS has recently changed the limits for contribution for retirement savings accounts for 2025. Below are the new limits:
Setting Up A Pre Burial Trust – The Role of the Power of Attorney and Beneficiary
Allen Dembski So when I set up this, I’m still living, and I want to set up this pre burial trust for my loved ones
Planning for the Future: Introduction to Pre-Burial Trusts & Planning
Christy Sharkey So we’ll start off by telling you who we are. So I’m Christy Sharkey. I’m one of the licensed funeral directors at Hoy
7 News Buffalo Interview: First-Time Homebuyer Tips from Financial Advisor Allen Dembski
Interest rates have always been a hot topic, but as we move into 2024, understanding their impact has never been more crucial. How will changes in interest rates affect your mortgage payments, retirement plans, and the overall inflation landscape? This blog post aims to provide homeowners, retirees, and financial planners with insights, practical advice, and strategies to stay ahead in these uncertain times.
Addressing the Effects of Inflation on Daily Prices and Retirement Planning
Interest rates have always been a hot topic, but as we move into 2024, understanding their impact has never been more crucial. How will changes in interest rates affect your mortgage payments, retirement plans, and the overall inflation landscape? This blog post aims to provide homeowners, retirees, and financial planners with insights, practical advice, and strategies to stay ahead in these uncertain times.