New Satellite Office
We are pleased to announce the opening of our new office at 341 Delaware Ave., Tonawanda, NY 14127. We are able to help clients with
Year-End Tax Planning
In case you missed it, we had another online seminar last week. Michael Knapp, one of our Financial Advisors as well as a trained Accountant,
Medicare 101
Last week we hosted a Medicare Seminar with Maria Schenk of Sheridan Benefits. For a recap, view the presentation on our You Tube Channel. Maria
5 Ways Financial Planning Can Help
Most of us know we should save money. But when it comes to actually doing it, people tend to fall into two camps: non-planners and
Saving for College
There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these
Plan Sponsors: Coronavirus Relief Measures
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with