Posts by Catherine Buck
New Year, New Taxes. What Can I Do?
Written by: Vincenzo Testa, CPA, CFP®, ECA As we roll into January 2025, it’s time to focus on more than just resolutions. It is time to take charge of your taxes. By acting early in the new year, you can help yourself minimize your tax liabilities. Max Out Retirement Contributions Early One of the…
Read MoreHealth, Wealth, for Life: What Advanced Science Can Teach Us About Proper Wealth Management
Written by: Ryan Bouchey, CFP®, CPA “Health…Wealth…For Life” It’s our tagline, we do a fantastic job focusing on wealth but to be honest, we sometimes don’t focus as much on the health side of life as we should. With the Holidays here and a New Year fast approaching, it got me…
Read MoreCryptocurrency 101: Introduction to the Blockchain and Crypto Currency Mining
Written by: Catherine Buck, CFP® Introduction: We are all familiar with exchanging money using mobile payment services like PayPal, Zelle or Venmo. These money transferring services are managed by third parties that control every aspect of the transaction with the power to decline a transfer through transaction limits, charge a fee on…
Read MoreTwo Ways to Receive a Tax Deduction and Avoid Capital Gains Tax
Written by: Nicole Gobel CPA, CDFA This time of year, we prioritize year-end tax planning with our clients. As an advisor and CPA, I review my clients’ accounts to identify any opportunities for loss harvesting. However, we’ve had two great years in the markets, so thankfully, there haven’t been any losses to utilize in our…
Read MoreThe Albany Business Review’s “Best Places to Work 2024” Award Ceremony
Our team was recognized as one of the region’s Best Places to Work. This year’s theme was inspired by the whimsical world of Charlie and the Chocolate Factory, and just like Willy Wonka’s factory, we strive to create an environment full of creativity, fun, and endless opportunities for growth. A big thank you to everyone…
Read MoreBFG Making Dinner for the Ronald McDonald House
Earlier this month, Marty, Shelley, Nicole, and Jamie volunteered to prepare dinner for families at the Ronald McDonald House (RMH). The group served baked chicken with pasta, broccoli, a build-your-own salad bar, and rolls, offering a comforting meal for those staying at the house. Each time our team volunteers, one of the RMH staff…
Read MoreSaratoga Chamber: Women in Business Holiday Social
Last night was all about fostering empowering connections! Nicole, Sam, and Katie had the privilege of attending an incredible Women in Business networking event hosted at the beautiful Dance Fire Studio and organized by the Saratoga Chamber. The evening was a perfect blend of inspiration, collaboration, and creativity. We’re so grateful to the amazing…
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