This week on "Financially Fit" we feature two client case studies to discuss various life insurance options. Make sure your family is protected, please reach out to us with any questions about your insurance needs. https://www.youtube.com/watch?v=2rr5s8EB69Y&t=10s
Financially Fit: Stock market trading frenzy
On our most recent "Financially Fit" Allen Dembski and Taunya Abaya discuss the recent stock market trading frenzy with GameStop, AMC and other stocks. We discuss short sales, naked calls and covered calls. Please see our video on our youTube Channel for the entire discussion.
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 Tax Preparation and Planning in addition to all aspects of Financial Planning, Retirement Planning and Investing and either of our offices. We just installed our
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, discussed Year-End Tax Planning. There are steps you can still take to help minimize your tax burden. Allen Dembski, our COO, also discussed the SECURE and
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 highlights a great deal of information and can be contacted with questions.
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 planners. Non-planners typically save when they can, perhaps putting a small amount into a workplace retirement plan, hoping that everything will work out in the long
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 advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it? Many families
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 the financial fallout from the pandemic. Among these temporary measures were special rules for required minimum distributions,