The Sandwich Generation

Trying to Time the Market?

Buying low or selling high is a prudent strategy for most investors as an effort to maximize returns. But buying lowest or selling highest is an elusive strategy, one that is difficult to execute and that may lead to lower returns and missed opportunities.

What Is The Average Retirement Savings Balance by Age

When reviewing your account balances, do you ever wonder where you rank among what is considered the “average” account balance for your age range?

Spring Clean Your Finances

While you’re in cleaning mode this spring, be sure to give your finances the intensive check-up it deserves. Click Here to read a 5-step checklist to ensure you’re ready to face the next year with confidence. 

Keeping Busy During Retirement

There are many ways to keep busy during retirement and as ironic as it may sound, retirees are jumping back into the work force as one option to keep busy.

What's inside this month's edition?

- Did You Know? SECURE 2.0 facts

- Age 72

- Planning Tip: Beneficiary IRA's

Click here to read more.

What's inside this month's edition?

- Planning Tip: Take advantage of the contribution limit increase!

- When To Contact Your Financial Adviser

- Did You Know?

- Welcome Winter

Click here to read more.

What's inside this month's edition?

- Changes To Retirement Account Contributions

- 5 Things That The Happiest Retirees Invest Their Time In

- There are 51 Million Retirees In the U.S

- Planning Tip: For Those Who Recently Inherited A Retirement Account

Click here to read more.

What's inside this month's edition?

- Expected Retirement Age Vs. Actual Retirement Age 

- Donor- Advised Funds 

- Social Security Increase, coming soon!

- Planning Tip

- Discover Saratoga Annual Restaurant Week 

Click here to read more.

What's inside this month's edition?

-4 Smart Things To Do When You Receive An Inheritance

-Security Tip

-Is Saratoga Springs Haunted?

-Saratoga County Chamber Insider Newsletter

Click here to read more.