Are You Thinking of Starting a Small Business?

If opening a business is in the cards for you in the next few years, here are a few pieces of initial advice to get you started. As a small business ourselves, our team is always happy to be a financial planning resource. If you or someone you know is planning to open a business, […]

How to clean up my finances?

7 Tips to Spring Clean Your Finances Now that spring – and 2023 – are in full bloom, here are some tips to help you “clean up” your financial life:  If you’re interested in a complimentary review this spring, feel free to reach out to our office at 716-204-8369 or via email at [email protected] It’s […]

What should I do with my old 401k?

401(k) Rollovers With any type of job change, many people often forget one vital task – transferring their 401(k). This may sound complicated, but we’ve broken it down into a few steps: We know all of this can be confusing, especially when you factor in some of the restrictions and regulations. If you have any questions […]

What tax information should I gather to complete my taxes?

Now that we are into the new year, it’s time to start gathering the documents and information needed to file your taxes. Here is a quick overview of some of the information you should put aside to get ready to file:  If you have questions about any of these forms, your deductions, or anything else tax-related, we’re […]

Financially Fit Retirement Series

Allen Dembski and Taunya Abaya continue their series on retirement. In the latest episode they discuss retirement and the cost of healthcare during retirement. We have a great deal of financial information online on our YouTube Channel. Please browse the various videos for a wide range of topics.

September is Life Insurance Awareness Month

Life Insurance with Allen Dembski and Taunya Abaya

On this week’s Financially Fit Allen Dembski, Managing Partner, and Taunya Abaya, Financial Advisor and CFP®, discuss the importance of life insurance. There are three different types of life insurance that are briefly discussed. If you want to have a more in depth conversation about life insurance, don’t delay, please reach out. We are available […]

Medicare 101 Seminar

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Medicare coverage consists of two main parts: Medicare Part A (hospital insurance) and Medicare Part B (medical insurance). These parts together are known as Original Medicare. A third […]

403(b) Plans

On our most recent “Financially Fit” Allen Dembski and Taunya Abaya discuss 403(b) plans for teachers. If you are a teacher please pay close attention to the fees your plans are charging you. Of course all investment options charge some type of fee, but there are alternatives to the high fees some of these plans […]