Posts by Catherine Buck
Understanding the Ins and Outs of Medicare: A Financial Advisor’s Guide
Written by: Scott Strohecker, CFP®, EA As you approach retirement, or if you are already in that phase, navigating the complexities of Medicare can feel overwhelming. The decisions you make regarding your healthcare coverage can have significant implications for your financial well-being. It is essential to be fully informed about Medicare so that you…
Read MorePay Off Your Mortgage Early or Invest?
Written by: Paolo LaPietra, CFP® The question of whether to pay off your mortgage early or invest extra funds is a common financial dilemma, and the answer is not always straightforward. The landscape for making this decision has evolved significantly, especially in 2024, with higher yields on safe investments challenging traditional wisdom. Here’s a detailed discussion…
Read MoreWhat to Do with that Old 401(k)
Written by: Vincenzo Testa, CPA, CFP®, ECA When it comes to managing your retirement savings, one critical decision you might face is what to do with your 401(k) when you leave a job. Often, individuals are presented with the option to roll over their 401(k) into an Individual Retirement Account (IRA). This…
Read MoreWhy it almost NEVER makes sense to Contribute After Tax Dollars to an IRA
Written by: Martin Shields, CFP®, AIF® In 2024, you can contribute $7,000 annually to a Traditional IRA and if you are 50 and over you can contribute an additional $1,000. The primary way to contribute to a Traditional IRA is through pre-tax contributions. Pretax contributions are a powerful way to save for retirement because they…
Read MoreQ2 2024 Market Update
Striking the Right Balance Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here 2024 First Half Update Recently, I’ve been thinking about the word nuance as it relates to the markets given some of the recent volatility we’ve seen these past few weeks. Headlines are an easy way to sell the news, and…
Read MoreRonald McDonald House Charities of the Capital Region
Scott, Katie, Andrea, Shelley, and Nicole volunteered to make dinner for the Ronald McDonald House (RMH) on Tuesday. The group prepared a “make your own” taco-Tuesday buffet for the families staying at the house. The RMH provides a warm and comforting home away from home when a child is facing serious medical issues. The…
Read MoreCapital Region Chamber WBC: Navigating Emotional Intelligence Luncheon
Katie, Nicole, and Jamie attended the Women’s Business Council (WBC) luncheon this week. It was a networking and interactive skills workshop where teams discussed emotional awareness and resulting emotional action scenarios. The event was designed for leaders and aspiring professionals to enhance leadership skills and tools to foster stronger teams within your organization. The…
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