Unfortunately, security breaches have become a common occurrence the past few years. While it’s important to stay protected and do everything possible to prevent these breaches from happening to you, at times it's beyond your control. Stay vigilant by regularly checking your credit report.

Did you know?

What's inside this month's edition?

-34% of Retirees Are Spending More Than Expected

-Did You Know? Facts & Statistics

-Meet Lindsay!

-Social Security Recipients are Getting a Raise!

-Thanksgiving in Saratoga Springs

It is National Estate Planning Awareness Week and we want to remind you how important it is to talk with the next generation.

One of the biggest threats we have to our overall financial security is that of a long-term care event. According to the Department of Health and Human Services, about 70% of Americans who reach age 65 will need long-term care at some point, and if it's a major event, the costs are usually significant.

What's inside this month's edition?

-How to Plan for Rising Health Care Costs in Retirement

-Did You Know? Facts & Statistics

-Must-Have Documents for a Peaceful Future

-NY's Fall Foliage Report

-Planning Tip

Click here to check it out!

If you haven't done so already, now is a great time to think about saving for the higher education of a loved one. One method for saving can be done through establishing a 529 plan, where there may be potential for significant tax benefits while working toward your savings goal.

What's inside this month's edition?

• Election 2020: What it Could Mean for You
• Did You Know? Facts & Statistics
• Major Changes to the DJIA
• Fall Fun in Saratoga
• Planning Tip

Click here to check it out!

August 14th is Financial Literacy Day! Being financially literate is defined as understanding the core concepts of money management and being able to apply them in a manner that is beneficial to yourself and your family's long-term financial comfort and security. 

What's inside this month's edition?

-Midyear Outlook 2020: The Trail to Recovery
-Did You Know? Facts & Statistics
-Fitness Apps for Seniors
-10 Day Hikes from Saratoga Springs
-Planning Tip

Click here to check it out!