Posts by Samantha Masey
5 Personal Finance Strategies During High Inflation
Written by: Harmony Wagner, CFP® With inflation at 40-year highs, American households are feeling the pinch. For April and May, the year-over-year inflation figures were 8.3% and 8.6% respectively, and with issues on both the supply and demand side of inflation, many people fear that inflation may persist through the summer months and perhaps even…
Read MoreWebinar: Financial Aid 101
Watch our latest webinar to learn about the basics of financial aid, the current climate and student loan forgiveness. Presenters include: John Millet, CPA – CFO & COO Paolo LaPietra, CFP®- Wealth Advisor and Portfolio Strategist Clem LaPietra – Guest Speaker – Executive Director of Student Loan Management at Monroe College Play Video
Read MoreWhat Investors Need Now Is Patience and Fortitude
Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine conflict, Covid-19 lingering on, China’s lockdowns adding to supply chain disruptions, and inflation at 40-year highs!!! So, what has changed on the inflation front? The May consumer price index (CPI) was red hot, rising +1%…
Read MoreWhy Is Planning Around Your Employee Stock Options So Important?
Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold onto their valuable employees. Sure, in general, employees know when they are granted their stock options, when they vest or their strike price. But are those same employees able to calculate the potential significant tax…
Read MoreDon’t Put All Your Eggs in One Basket
Is the Saying True? Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner We’ve all heard this advice countless times throughout our lives from parents, trusted friends or our own internal voices attempting to keep us from experiencing failure. But what does not having all your eggs in one basket look like when…
Read MoreSeries I Bonds – The One Thing That Improves With Inflation
Written by: Marty Shields, AIF, CFP® In this time of high inflation, rising interest rates and volatile equity markets, it is difficult to find investments that can provide a rate of return that is greater than inflation and not volatile. Well one does exist, and it has become very popular recently. It is the Series…
Read MoreWEBINAR: What Should I Do With My Old 401(k)?
The average American changes jobs 12 times in their lifetime. With each of these job changes, many people leave behind an old 401(k) because they aren’t sure what to do with those assets. In this 30-minute webinar, we will explain your options when it comes to handling an old 401(k), the benefits of a direct…
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