Posts by Samantha Masey
Should My Investment Allocation Become More Conservative in Retirement?
Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often leaves people wondering if they should become more conservative with their investment allocation. Going through this type of significant life transition can make people feel like they must make a major corresponding adjustment in their…
Read More3 Reasons Why You Should Consider a Roth Conversion
Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner As seen in The Saratogian At least twice a week, I have a client who asks me whether a Roth conversion is something they should consider in their financial planning. This is also a topic that I often bring up in conversations with clients. …
Read MoreQ3 2021 – Quarterly Webinar Recording
Join Steve Bouchey, Jason Alonzo, and Paolo LaPietra as they recap the 3rd Quarter economic activity and give their opinions about Q4.
Read More2022 Social Security Benefit Increase
Written by: Vincenzo Testa, CPA As seen in the Saratogian The Social Security Act was signed into law by President Roosevelt on August 14, 1935. It was created as a safety net for elderly, unemployed and Americans who are at a disadvantage. When an American worker receives a paycheck on their earned income, they pay…
Read MorePlanning for Retirement – 5 Factors to Consider Beyond Your Finances
Written by: Martin X. Shields, CFP®, AIF® When couples or individuals plan for retirement, they are primarily focused on their financial picture and whether they have the income and assets to cover their expenses. What they often fail to plan or consider are the other factors that will drive happiness and fulfillment in retirement. In…
Read MoreInflation: Why is this such a big deal and how does it affect me?
Inflation is a term that has been dominating the financial news in recent months, and as investors, it is important to understand what the term inflation means and how it affects our investments. Key Takeaways: Understanding inflation and its causes Central Bank responses to support economic growth have increased inflationary pressures How inflation can affect…
Read MoreProtecting Your Business from Cybercrime
Written by: Harmony Wagner, CFP® and Samantha Masey It’s not just billion-dollar corporations that are at risk for cybercrime. Businesses of all sizes and industries are at risk, and once a breach occurs, it can be detrimental, particularly to small businesses. Once a breach occurs, the costs incurred by the affected business may include financial…
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