October Is Financial Planning Month

As a nod to National Financial Planning Month this October, we would like to share three money moves that align nicely with this time of year.  Some of the soundest financial advice is the advice that has stood the test of time. Consider these: Of course, your financial situation may merit different or additional steps this […]

Home Improvement Projects with the Highest Return on Investment

If you’ve been looking around your home thinking it could use a little “sprucing up,” you might be interested in seeing some data about what renovation projects add the most value to your home.  Likewise, if you’re in the market for a new home, this information may help you make a quick decision about a […]

What if I received an Inheritance?

Incorporating an Inheritance Into Your Financial Plans A question that routinely comes up in financial and estate planning discussions is how to plan for an anticipated inheritance. It can be tough to discuss, but we encourage all our clients to have a plan in place for when (and if) an inheritance comes their way. Here’s […]

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 […]

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