As an Economics major at Marist College, my senior year capping paper focused on the solvency of our Social Security system. In 1999, it was a big concern, and it’s something I have heard expressed countless times over the past 25 years…will it be there for me? Will...
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5 Things You Probably Don’t Know (Yet) About 529 Plans
A conversation with Pam Krueger, creator and co-host of PBS’s MoneyTrack and founder of Wealthramp.com If you’re a parent, you’ve probably heard about 529 plans, and if not, now’s the time to get informed. A solid 529 plan can help you save for your child’s education...
3 Big Questions Mid-Career Professionals Should Ask Now
I like to think I’m still in my 20s, but the truth is, I turned 46 last year. At this point, I’ve been working full-time for more than half of my life, and financial independence/retirement is closer now than at the start of my career. If you’re a mid-career...
How to Choose the Right Financial Advisor for You
Choosing the right financial advisor is critical for navigating complex financial decisions and getting guidance to help meet your goals. In this video, Paul Sydlansky, CFP®, shares the questions you should ask when trying to find a financial professional that’s a...
Investing for Specific Goals
It's all about balance when it comes to investment planning. In this video, Paul Sydlansky, CFP®, shares about aligning your investment strategy with your life goals and your comfort with risk. Whether you're investing for short, medium, or long-term objectives, Paul...
Is Deferred Compensation A Smart Way To Save For Retirement?
Plus, get a quick intro on this unique way to save for the future. If your company offers a deferred compensation plan as a way to save for retirement, it’s important to understand the pros and cons of this type of agreement. After all, it may look attractive at...
Financial Moves To Make In Your 60s and Beyond
We’ve come to the final installment in our five-part series on financial moves to make at each decade of adult life. In previous blog posts, we looked at what moves to make in your 20s, 30s, 40s, and 50s. Those likely don’t apply to you at this age, but they may have...
Financial Moves To Make In Your 50s – Are You Close?
This fourth blog post in our five-part series on financial moves to make in every age decade looks at what you should consider as reach your 50s. Previous posts looked at what was needed in your 20s, 30s, and 40s. We hope that you’ve already addressed most of those...
Our Clients Are Rolling Over Their Old 401ks Into IRA’s. Here’s Why.
You left your last job, and you’re about to tackle new challenges at a new company. As you pack up your desk and get settled in a new role, you may be wondering what happens to your old company-sponsored 401(k). Well, you could let the money just sit there. Or you...
Thinking About Selling Some of Your Stocks? Read This First
You probably know that any investment you make comes with risk. While many people think “risk” has a negative connotation, it’s actually not an inherently bad thing. We need risk in order to have the potential to earn a reward. The greater the risk, the greater the...